EP Wealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-693
| Closed | -$103K | – | 1323 |
|
|
2024
Q4 | $103K | Buy |
+693
| New | +$103K | ﹤0.01% | 1204 |
|
|
2024
Q3 | – | Sell |
-843
| Closed | -$115K | – | 1192 |
|
|
2024
Q2 | $115K | Hold |
843
| – | – | ﹤0.01% | 817 |
|
|
2024
Q1 | $114K | Sell |
843
-115
| -12% | -$15.5K | ﹤0.01% | 799 |
|
|
2023
Q4 | $123K | Buy |
+958
| New | +$123K | ﹤0.01% | 765 |
|