Guardian Wealth Advisors (North Carolina)’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 | – | Sell |
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|
2025
Q2 | $455 | Hold |
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|
2025
Q1 | $496 | Hold |
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|
2024
Q4 | $490 | Hold |
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|
2024
Q3 | $487 | Hold |
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|
2024
Q2 | $546 | Hold |
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|
2024
Q1 | $562 | Hold |
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|
2023
Q4 | $501 | Hold |
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|
2023
Q3 | $523 | Hold |
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|
2023
Q2 | $469 | Hold |
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|
2023
Q1 | $466 | Hold |
|
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|
2022
Q4 | $513 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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