Founders Financial Alliance’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$92.5K	Buy	1,647 +1,559	+1,772%	+$92.5K	0.02%	458
2025 Q4	$5.31K	Sell	88 -1,663	-95%	-$97.8K	﹤0.01%	548
2025 Q3	$104K	Buy	1,751 +1,702	+3,473%	+$98.9K	0.02%	434
2025 Q2	$2.75K	Sell	49 -1,698	-97%	-$88.9K	﹤0.01%	514
2025 Q1	$92.6K	Buy	1,747 +51	+3%	+$2.79K	0.02%	389
2024 Q4	$91.8K	Hold	1,696	–	–	0.03%	330
2024 Q3	$86.7K	Buy	1,696 +1	+0.1%	+$49	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%	-$3.48K	0.03%	313
2023 Q3	$67.5K	Sell	1,784 -2,735	-61%	-$108K	0.03%	300
2023 Q2	$170K	Buy	4,519 +249	+6%	+$9.16K	0.07%	263
2023 Q1	$159K	Buy	4,270 +2,218	+108%	+$93.6K	0.08%	221
2022 Q4	$84K	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%	-$1.06K	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%	-$100K	0.05%	279
2020 Q4	$158K	Sell	4,625 -1,534	-25%	-$47K	0.09%	214
2020 Q3	$164K	Buy	+6,159	New	+$160K	0.1%	182