Geneos Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $120K | Sell |
|
|||||
|
2025
Q2 | $118K | Sell |
|
|||||
|
2025
Q1 | $185K | Buy |
|
|||||
|
2024
Q4 | $81.2K | Sell |
|
|||||
|
2024
Q3 | $88.7K | Hold |
|
|||||
|
2024
Q2 | $87.2K | Hold |
|
|||||
|
2024
Q1 | $86.2K | Hold |
|
|||||
|
2023
Q4 | $81.9K | Sell |
|
|||||
|
2023
Q3 | $84.9K | Sell |
|
|||||
|
2023
Q2 | $449K | Sell |
|
|||||
|
2023
Q1 | $742K | Buy |
|
|||||
|
2022
Q4 | $49.3K | Sell |
|
|||||
|
2022
Q3 | $48K | Sell |
|
|||||
|
2022
Q2 | $123K | Sell |
|
|||||
|
2022
Q1 | $226K | Sell |
|
|||||
|
2021
Q4 | $357K | Sell |
|
|||||
|
2021
Q3 | $373K | Sell |
|
|||||
|
2021
Q2 | $394K | Sell |
|
|||||
|
2021
Q1 | $423K | Sell |
|
|||||
|
2020
Q4 | $444K | Buy |
|
|||||
|
2020
Q3 | $323K | Buy |
|
|||||
|
2020
Q2 | $281K | Sell |
|
|||||
|
2020
Q1 | $215K | Sell |
|
|||||
|
2019
Q4 | $286K | Buy |
|
|||||
|
2019
Q3 | $246K | Sell |
|
|||||
|
2019
Q2 | $337K | Buy |
|
|||||
|
2019
Q1 | $300K | Buy |
|
|||||
|
2018
Q4 | $240K | Sell |
|
|||||
|
2018
Q3 | $315K | Buy |
|
|||||
|
2018
Q2 | $173K | Buy |
|
|||||
|
2018
Q1 | $125K | Buy |
|
|||||
|
2017
Q4 | $58K | Buy |
|
|||||
|
2017
Q3 | $52K | Buy |
|
|||||
|
2017
Q2 | $36K | Sell |
|
|||||
|
2017
Q1 | $42K | Buy |
|
|||||
|
2016
Q4 | $32K | Buy |
|
|||||
|
2016
Q3 | $31K | Hold |
|
|||||
|
2016
Q2 | $28K | Sell |
|
|||||
|
2016
Q1 | $90K | Buy |
|