Founders Financial Alliance’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 | $2.75K | Sell |
49
-1,698
| -97% | -$95.2K | ﹤0.01% | 514 |
|
2025
Q1 | $92.6K | Buy |
1,747
+51
| +3% | +$2.7K | 0.02% | 389 |
|
2024
Q4 | $91.8K | Hold |
1,696
| – | – | 0.03% | 330 |
|
2024
Q3 | $86.7K | Buy |
1,696
+1
| +0.1% | +$51 | 0.02% | 345 |
|
2024
Q2 | $78.5K | Hold |
1,695
| – | – | 0.02% | 339 |
|
2024
Q1 | $80.5K | Hold |
1,695
| – | – | 0.02% | 346 |
|
2023
Q4 | $73.4K | Sell |
1,695
-89
| -5% | -$3.85K | 0.03% | 313 |
|
2023
Q3 | $67.5K | Sell |
1,784
-2,735
| -61% | -$103K | 0.03% | 300 |
|
2023
Q2 | $170K | Buy |
4,519
+249
| +6% | +$9.39K | 0.07% | 263 |
|
2023
Q1 | $159K | Buy |
4,270
+2,218
| +108% | +$82.4K | 0.08% | 221 |
|
2022
Q4 | $84.1K | Hold |
2,052
| – | – | 0.04% | 281 |
|
2022
Q3 | $76K | Hold |
2,052
| – | – | 0.04% | 279 |
|
2022
Q2 | $80K | Hold |
2,052
| – | – | 0.04% | 283 |
|
2022
Q1 | $94K | Hold |
2,052
| – | – | 0.04% | 267 |
|
2021
Q4 | $95K | Hold |
2,052
| – | – | 0.04% | 303 |
|
2021
Q3 | $92K | Sell |
2,052
-24
| -1% | -$1.08K | 0.04% | 284 |
|
2021
Q2 | $92K | Buy |
2,076
+24
| +1% | +$1.06K | 0.04% | 303 |
|
2021
Q1 | $93K | Sell |
2,052
-2,573
| -56% | -$117K | 0.05% | 279 |
|
2020
Q4 | $158K | Sell |
4,625
-1,534
| -25% | -$52.4K | 0.09% | 214 |
|
2020
Q3 | $164K | Buy |
+6,159
| New | +$164K | 0.1% | 182 |
|