Garden State Investment Advisory Services’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 | $1.98M | Sell |
35,317
-1,130
| -3% | -$63.4K | 0.5% | 49 |
|
|
2025
Q1 | $1.93M | Buy |
36,447
+7,940
| +28% | +$421K | 0.62% | 48 |
|
|
2024
Q4 | $1.54M | Buy |
28,507
+6,882
| +32% | +$373K | 0.46% | 50 |
|
|
2024
Q3 | $1.11M | Buy |
+21,625
| New | +$1.11M | 0.35% | 61 |
|
|
2023
Q2 | – | Sell |
-29,373
| Closed | -$1.1M | – | 218 |
|
|
2023
Q1 | $1.1M | Buy |
29,373
+4,691
| +19% | +$175K | 0.47% | 41 |
|
|
2022
Q4 | $1.01M | Buy |
+24,682
| New | +$1.01M | 0.6% | 35 |
|