Cyndeo Wealth Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.7M	Sell	30,308 -2,458	-8%	-$138K	0.1%	177
2025 Q1	$1.74M	Buy	32,766 +4,494	+16%	+$238K	0.11%	176
2024 Q4	$1.53M	Buy	+28,272	New	+$1.53M	0.1%	183