HF Advisory Group’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 | $648K | Buy |
11,556
+146
| +1% | +$8.19K | 0.26% | 112 |
|
2025
Q1 | $605K | Sell |
11,410
-645
| -5% | -$34.2K | 0.26% | 116 |
|
2024
Q4 | $653K | Sell |
12,055
-946
| -7% | -$51.2K | 0.3% | 108 |
|
2024
Q3 | $665K | Sell |
13,001
-1,736
| -12% | -$88.8K | 0.31% | 111 |
|
2024
Q2 | $682K | Buy |
14,737
+123
| +0.8% | +$5.69K | 0.35% | 100 |
|
2024
Q1 | $694K | Sell |
14,614
-375
| -3% | -$17.8K | 0.39% | 90 |
|
2023
Q4 | $649K | Buy |
14,989
+473
| +3% | +$20.5K | 0.41% | 89 |
|
2023
Q3 | $550K | Sell |
14,516
-1,008
| -6% | -$38.2K | 0.41% | 83 |
|
2023
Q2 | $585K | Sell |
15,524
-2,862
| -16% | -$108K | 0.46% | 74 |
|
2023
Q1 | $686K | Sell |
18,386
-488
| -3% | -$18.2K | 0.61% | 60 |
|
2022
Q4 | $773K | Buy |
+18,874
| New | +$773K | 0.78% | 46 |
|