Financial Partners Group (Kansas)’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15,000
| Closed | -$221K | – | 149 |
|
|
2022
Q2 | $221K | Sell |
15,000
-8,690
| -37% | -$128K | 0.06% | 133 |
|
|
2022
Q1 | $377K | Hold |
23,690
| – | – | 0.08% | 116 |
|
|
2021
Q4 | $319K | Hold |
23,690
| – | – | 0.07% | 124 |
|
|
2021
Q3 | $272K | Hold |
23,690
| – | – | 0.06% | 137 |
|
|
2021
Q2 | $270K | Buy |
+23,690
| New | +$270K | 0.07% | 130 |
|