Daymark 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 | $3.02M | Buy |
53,845
+26,752
| +99% | +$1.5M | 0.11% | 149 |
|
|
2025
Q1 | $1.44M | Sell |
27,093
-238
| -0.9% | -$12.6K | 0.06% | 201 |
|
|
2024
Q4 | $1.48M | Buy |
27,331
+7
| +0% | +$379 | 0.06% | 191 |
|
|
2024
Q3 | $1.4M | Sell |
27,324
-170
| -0.6% | -$8.69K | 0.06% | 199 |
|
|
2024
Q2 | $1.27M | Sell |
27,494
-132
| -0.5% | -$6.11K | 0.06% | 204 |
|
|
2024
Q1 | $1.31M | Sell |
27,626
-1,169
| -4% | -$55.6K | 0.07% | 170 |
|
|
2023
Q4 | $1.25M | Buy |
28,795
+470
| +2% | +$20.3K | 0.08% | 165 |
|
|
2023
Q3 | $1.07M | Sell |
28,325
-135
| -0.5% | -$5.11K | 0.07% | 165 |
|
|
2023
Q2 | $1.07M | Sell |
28,460
-728
| -2% | -$27.4K | 0.08% | 161 |
|
|
2023
Q1 | $1.09M | Sell |
29,188
-648
| -2% | -$24.2K | 0.14% | 118 |
|
|
2022
Q4 | $1.22M | Buy |
+29,836
| New | +$1.22M | 0.22% | 83 |
|