Guardian Wealth Advisors (North Carolina)’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455 | Hold |
30
| – | – | ﹤0.01% | 543 |
|
|
2025
Q1 | $496 | Hold |
30
| – | – | ﹤0.01% | 521 |
|
|
2024
Q4 | $490 | Hold |
30
| – | – | ﹤0.01% | 503 |
|
|
2024
Q3 | $487 | Hold |
30
| – | – | ﹤0.01% | 440 |
|
|
2024
Q2 | $546 | Hold |
30
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $562 | Hold |
30
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $501 | Hold |
30
| – | – | ﹤0.01% | 431 |
|
|
2023
Q3 | $523 | Hold |
30
| – | – | ﹤0.01% | 408 |
|
|
2023
Q2 | $469 | Hold |
30
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $466 | Hold |
30
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $513 | Hold |
30
| – | – | ﹤0.01% | 367 |
|
|
2022
Q3 | $0 | Hold |
30
| – | – | ﹤0.01% | 351 |
|
|
2022
Q2 | $0 | Buy |
+30
| New | – | ﹤0.01% | 361 |
|