Envestnet Portfolio Solutions’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 | – | Sell |
-5,812
| Closed | -$308K | – | 1577 |
|
|
2025
Q1 | $308K | Buy |
+5,812
| New | +$308K | ﹤0.01% | 1279 |
|
|
2024
Q3 | – | Sell |
-6,033
| Closed | -$279K | – | 1708 |
|
|
2024
Q2 | $279K | Sell |
6,033
-531
| -8% | -$24.6K | ﹤0.01% | 1416 |
|
|
2024
Q1 | $312K | Buy |
6,564
+1,796
| +38% | +$85.3K | ﹤0.01% | 1337 |
|
|
2023
Q4 | $206K | Buy |
+4,768
| New | +$206K | ﹤0.01% | 1487 |
|