Glassman Wealth 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 | – | Sell |
-388
| Closed | -$20.6K | – | 200 |
|
|
2025
Q1 | $20.6K | Buy |
+388
| New | +$20.6K | ﹤0.01% | 131 |
|
|
2019
Q1 | – | Sell |
-763
| Closed | -$21K | – | 1093 |
|
|
2018
Q4 | $21K | Sell |
763
-6,289
| -89% | -$173K | 0.01% | 291 |
|
|
2018
Q3 | $226K | Buy |
7,052
+763
| +12% | +$24.5K | 0.1% | 94 |
|
|
2018
Q2 | $197K | Buy |
+6,289
| New | +$197K | 0.1% | 90 |
|