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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Hold	3,672	–	–	0.02%	223
2025 Q4	$223K	Hold	3,672	–	–	0.03%	196
2025 Q3	$218K	Hold	3,672	–	–	0.03%	190
2025 Q2	$206K	Buy	+3,672	New	+$192K	0.03%	184
2023 Q1	–	Sell	-3,672	Closed	-$150K	–	348
2022 Q4	$150K	Hold	3,672	–	–	0.03%	203
2022 Q3	$135K	Hold	3,672	–	–	0.03%	207
2022 Q2	$143K	Hold	3,672	–	–	0.03%	210
2022 Q1	$169K	Hold	3,672	–	–	0.03%	172
2021 Q4	$170K	Hold	3,672	–	–	0.03%	194
2021 Q3	$162K	Sell	3,672 -1,676	-31%	-$74.1K	0.03%	179
2021 Q2	$234K	Hold	5,348	–	–	0.04%	175
2021 Q1	$222K	Hold	5,348	–	–	0.05%	159
2020 Q4	$183K	Buy	+5,348	New	+$164K	0.04%	206