Gateway Wealth Partners’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 | $446K | Sell |
7,951
-254
| -3% | -$14.2K | 0.08% | 214 |
|
|
2025
Q1 | $435K | Buy |
8,205
+3,322
| +68% | +$176K | 0.1% | 201 |
|
|
2024
Q4 | $264K | Sell |
4,883
-1,191
| -20% | -$64.5K | 0.07% | 245 |
|
|
2024
Q3 | $311K | Sell |
6,074
-18
| -0.3% | -$920 | 0.09% | 206 |
|
|
2024
Q2 | $282K | Sell |
6,092
-466
| -7% | -$21.6K | 0.09% | 209 |
|
|
2024
Q1 | $312K | Sell |
6,558
-99
| -1% | -$4.71K | 0.11% | 171 |
|
|
2023
Q4 | $288K | Buy |
6,657
+1,184
| +22% | +$51.3K | 0.12% | 161 |
|
|
2023
Q3 | $207K | Buy |
+5,473
| New | +$207K | 0.04% | 249 |
|