Financial Advocates Investment Management’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 | $365K | Sell |
6,502
-903
| -12% | -$50.6K | 0.03% | 447 |
|
|
2025
Q1 | $392K | Sell |
7,405
-159
| -2% | -$8.43K | 0.03% | 485 |
|
|
2024
Q4 | $409K | Buy |
7,564
+492
| +7% | +$26.6K | 0.02% | 515 |
|
|
2024
Q3 | $362K | Buy |
7,072
+53
| +0.8% | +$2.71K | 0.02% | 550 |
|
|
2024
Q2 | $325K | Buy |
7,019
+266
| +4% | +$12.3K | 0.02% | 559 |
|
|
2024
Q1 | $321K | Sell |
6,753
-36
| -0.5% | -$1.71K | 0.02% | 563 |
|
|
2023
Q4 | $294K | Sell |
6,789
-293
| -4% | -$12.7K | 0.02% | 560 |
|
|
2023
Q3 | $268K | Sell |
7,082
-1,417
| -17% | -$53.6K | 0.02% | 559 |
|
|
2023
Q2 | $320K | Sell |
8,499
-2,484
| -23% | -$93.6K | 0.02% | 503 |
|
|
2023
Q1 | $410K | Sell |
10,983
-18,674
| -63% | -$697K | 0.03% | 461 |
|
|
2022
Q4 | $1.21M | Buy |
29,657
+23,776
| +404% | +$974K | 0.09% | 244 |
|
|
2022
Q3 | $216K | Buy |
5,881
+687
| +13% | +$25.2K | 0.02% | 647 |
|
|
2022
Q2 | $202K | Buy |
5,194
+635
| +14% | +$24.7K | 0.02% | 623 |
|
|
2022
Q1 | $209K | Buy |
+4,559
| New | +$209K | 0.01% | 672 |
|
|
2020
Q1 | – | Sell |
-37,214
| Closed | -$1.25M | – | 494 |
|
|
2019
Q4 | $1.25M | Buy |
37,214
+3,662
| +11% | +$123K | 0.13% | 179 |
|
|
2019
Q3 | $1.07M | Buy |
+33,552
| New | +$1.07M | 0.12% | 178 |
|