FSB Premier Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,460
| Closed | -$164K | – | 162 |
|
|
2023
Q2 | $164K | Buy |
+10,460
| New | +$164K | 0.09% | 152 |
|
|
2023
Q1 | – | Sell |
-10,344
| Closed | -$177K | – | 152 |
|
|
2022
Q4 | $177K | Sell |
10,344
-8
| -0.1% | -$137 | 0.1% | 143 |
|
|
2022
Q3 | $161K | Buy |
+10,352
| New | +$161K | 0.09% | 131 |
|
|
2022
Q1 | – | Sell |
-6,102
| Closed | -$72K | – | 299 |
|
|
2021
Q4 | $72K | Buy |
+6,102
| New | +$72K | 0.03% | 203 |
|