Geneos Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $91.1K | Sell |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $485K | Buy |
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|
2024
Q4 | $86.5K | Buy |
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|
2024
Q3 | $59.8K | Sell |
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|
2024
Q2 | $191K | Sell |
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|
2024
Q1 | $221K | Buy |
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|
2023
Q4 | $61.7K | Hold |
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|
2023
Q3 | $64.4K | Sell |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.97M | Sell |
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|
2022
Q3 | $1.82M | Buy |
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|
2022
Q2 | $152K | Sell |
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|
2022
Q1 | $183K | Buy |
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|
2021
Q4 | $66K | Buy |
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|
2021
Q3 | $50K | Sell |
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|
2021
Q2 | $54K | Sell |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $47K | Buy |
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|
2020
Q3 | $22K | Buy |
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|
2020
Q2 | $25K | Buy |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $14K | Buy |
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|
2019
Q3 | $11K | Sell |
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|
2019
Q2 | $16K | Hold |
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|
2019
Q1 | $18K | Buy |
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|
2018
Q4 | $11K | Buy |
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|
2018
Q3 | $13K | Buy |
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|
2018
Q2 | $13K | Sell |
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|
2018
Q1 | $25K | Buy |
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|
2017
Q4 | $11K | Sell |
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|
2017
Q3 | $16K | Buy |
|
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|
2017
Q2 | $13K | Sell |
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|
2017
Q1 | $72K | Buy |
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|
2016
Q4 | $7K | Buy |
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|
2016
Q3 | $6K | Sell |
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|
2016
Q2 | $8K | Sell |
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|
2016
Q1 | $20K | Buy |
|