First Trust Advisors’s Axos Financial AX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.37M | Buy |
63,111
+4,726
| +8% | +$431K | ﹤0.01% | 1391 |
|
|
2025
Q4 | $5.03M | Sell |
58,385
-1,119
| -2% | -$92.2K | ﹤0.01% | 1403 |
|
|
2025
Q3 | $5.04M | Sell |
59,504
-17,098
| -22% | -$1.49M | ﹤0.01% | 1375 |
|
|
2025
Q2 | $5.82M | Sell |
76,602
-60,980
| -44% | -$4.12M | ﹤0.01% | 1287 |
|
|
2025
Q1 | $8.88M | Sell |
137,582
-1,532
| -1% | -$104K | 0.01% | 1085 |
|
|
2024
Q4 | $9.72M | Buy |
139,114
+81,861
| +143% | +$5.98M | 0.01% | 1066 |
|
|
2024
Q3 | $3.6M | Sell |
57,253
-13,049
| -19% | -$858K | ﹤0.01% | 1492 |
|
|
2024
Q2 | $4.02M | Buy |
70,302
+13,746
| +24% | +$748K | ﹤0.01% | 1374 |
|
|
2024
Q1 | $3.06M | Sell |
56,556
-14,074
| -20% | -$740K | ﹤0.01% | 1543 |
|
|
2023
Q4 | $3.86M | Buy |
70,630
+14,068
| +25% | +$587K | ﹤0.01% | 1407 |
|
|
2023
Q3 | $2.14M | Sell |
56,562
-2,338
| -4% | -$98.9K | ﹤0.01% | 1652 |
|
|
2023
Q2 | $2.32M | Sell |
58,900
-2,546
| -4% | -$98.7K | ﹤0.01% | 1631 |
|
|
2023
Q1 | $2.27M | Buy |
61,446
+837
| +1% | +$36.1K | ﹤0.01% | 1633 |
|
|
2022
Q4 | $2.32M | Sell |
60,609
-16,895
| -22% | -$644K | ﹤0.01% | 1637 |
|
|
2022
Q3 | $2.65M | Buy |
77,504
+23,350
| +43% | +$945K | ﹤0.01% | 1551 |
|
|
2022
Q2 | $1.94M | Sell |
54,154
-122
| -0.2% | -$4.69K | ﹤0.01% | 1732 |
|
|
2022
Q1 | $2.52M | Sell |
54,276
-30,971
| -36% | -$1.64M | ﹤0.01% | 1688 |
|
|
2021
Q4 | $4.77M | Buy |
85,247
+26,144
| +44% | +$1.46M | ﹤0.01% | 1392 |
|
|
2021
Q3 | $3.05M | Sell |
59,103
-54,257
| -48% | -$2.57M | ﹤0.01% | 1593 |
|
|
2021
Q2 | $5.26M | Buy |
113,360
+51,369
| +83% | +$2.4M | 0.01% | 1325 |
|
|
2021
Q1 | $2.91M | Sell |
61,991
-11,859
| -16% | -$534K | ﹤0.01% | 1559 |
|
|
2020
Q4 | $2.77M | Buy |
73,850
+29,123
| +65% | +$921K | ﹤0.01% | 1412 |
|
|
2020
Q3 | $1.04M | Buy |
44,727
+17,655
| +65% | +$404K | ﹤0.01% | 1736 |
|
|
2020
Q2 | $598K | Sell |
27,072
-12,523
| -32% | -$255K | ﹤0.01% | 1955 |
|
|
2020
Q1 | $718K | Sell |
39,595
-4,353
| -10% | -$109K | ﹤0.01% | 1779 |
|
|
2019
Q4 | $1.33M | Sell |
43,948
-3,552
| -7% | -$104K | ﹤0.01% | 1763 |
|
|
2019
Q3 | $1.31M | Buy |
47,500
+17,727
| +60% | +$477K | ﹤0.01% | 1754 |
|
|
2019
Q2 | $811K | Sell |
29,773
-13,569
| -31% | -$399K | ﹤0.01% | 1943 |
|
|
2019
Q1 | $1.25M | Buy |
43,342
+26,826
| +162% | +$804K | ﹤0.01% | 1757 |
|
|
2018
Q4 | $416K | Sell |
16,516
-80,085
| -83% | -$2.42M | ﹤0.01% | 2181 |
|
|
2018
Q3 | $3.32M | Sell |
96,601
-88,675
| -48% | -$3.41M | 0.01% | 1370 |
|
|
2018
Q2 | $7.58M | Buy |
185,276
+45,140
| +32% | +$1.88M | 0.02% | 899 |
|
|
2018
Q1 | $5.68M | Sell |
140,136
-6,574
| -4% | -$240K | 0.01% | 974 |
|
|
2017
Q4 | $4.39M | Buy |
146,710
+36,006
| +33% | +$979K | 0.01% | 1064 |
|
|
2017
Q3 | $3.15M | Sell |
110,704
-25,363
| -19% | -$663K | 0.01% | 1208 |
|
|
2017
Q2 | $3.23M | Sell |
136,067
-11,722
| -8% | -$277K | 0.01% | 1194 |
|
|
2017
Q1 | $3.86M | Buy |
147,789
+3,094
| +2% | +$89.4K | 0.01% | 1149 |
|
|
2016
Q4 | $4.13M | Buy |
144,695
+80,568
| +126% | +$1.92M | 0.01% | 1075 |
|
|
2016
Q3 | $1.44M | Sell |
64,127
-17,645
| -22% | -$343K | ﹤0.01% | 1521 |
|
|
2016
Q2 | $1.45M | Buy |
81,772
+21,410
| +35% | +$402K | ﹤0.01% | 1474 |
|
|
2016
Q1 | $1.29M | Sell |
60,362
-106,988
| -64% | -$1.94M | ﹤0.01% | 1550 |
|
|
2015
Q4 | $3.52M | Buy |
167,350
+1,802
| +1% | +$42.4K | 0.01% | 1113 |
|
|
2015
Q3 | $5.33M | Buy |
165,548
+49,300
| +42% | +$1.47M | 0.02% | 947 |
|
|
2015
Q2 | $3.07M | Buy |
116,248
+90,016
| +343% | +$2.14M | 0.01% | 1275 |
|
|
2015
Q1 | $610K | Sell |
26,232
-68,088
| -72% | -$1.5M | ﹤0.01% | 1919 |
|
|
2014
Q4 | $1.83M | Buy |
94,320
+34,760
| +58% | +$652K | 0.01% | 1501 |
|
|
2014
Q3 | $1.08M | Sell |
59,560
-63,500
| -52% | -$1.2M | ﹤0.01% | 1667 |
|
|
2014
Q2 | $2.26M | Sell |
123,060
-33,352
| -21% | -$656K | 0.01% | 1301 |
|
|
2014
Q1 | $3.35M | Buy |
156,412
+16,756
| +12% | +$360K | 0.01% | 1130 |
|
|
2013
Q4 | $2.74M | Buy |
139,656
+124,280
| +808% | +$2.24M | 0.01% | 1184 |
|
|
2013
Q3 | $249K | Sell |
15,376
-50,552
| -77% | -$753K | ﹤0.01% | 2148 |
|
|
2013
Q2 | $755K | Buy |
+65,928
| New | +$685K | ﹤0.01% | 1593 |
|
Other funds holding AX
VPM
VCM
DAM
