HCIA
Hochman Cole Investment Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $15.7M | Sell |
127,827
-5,717
| -4% | -$702K | 6.15% | 2 |
|
|
2021
Q2 | $16.6M | Sell |
133,544
-8,622
| -6% | -$1.07M | 6.62% | 2 |
|
|
2021
Q1 | $16.2M | Sell |
142,166
-11,055
| -7% | -$1.26M | 6.78% | 2 |
|
|
2020
Q4 | $17.1M | Sell |
153,221
-6,262
| -4% | -$700K | 7.38% | 2 |
|
|
2020
Q3 | $14.5M | Sell |
159,483
-693
| -0.4% | -$63K | 7.14% | 2 |
|
|
2020
Q2 | $13.4M | Sell |
160,176
-1,899
| -1% | -$158K | 7.36% | 2 |
|
|
2020
Q1 | $9.63M | Sell |
162,075
-9,688
| -6% | -$575K | 6.61% | 3 |
|
|
2019
Q4 | $12.5M | Sell |
171,763
-8,667
| -5% | -$629K | 6.79% | 3 |
|
|
2019
Q3 | $11.8M | Sell |
180,430
-11,533
| -6% | -$751K | 7.34% | 1 |
|
|
2019
Q2 | $12.8M | Sell |
191,963
-5,648
| -3% | -$376K | 7.62% | 2 |
|
|
2019
Q1 | $12.6M | Buy |
197,611
+7,692
| +4% | +$492K | 7.53% | 2 |
|
|
2018
Q4 | $9.98M | Buy |
189,919
+562
| +0.3% | +$29.5K | 6.86% | 3 |
|
|
2018
Q3 | $12M | Sell |
189,357
-121
| -0.1% | -$7.69K | 7.49% | 3 |
|
|
2018
Q2 | $10.7M | Buy |
189,478
+5,106
| +3% | +$287K | 7.01% | 3 |
|
|
2018
Q1 | $10.1M | Sell |
184,372
-958
| -0.5% | -$52.7K | 7.08% | 3 |
|
|
2017
Q4 | $9.51M | Buy |
185,330
+41
| +0% | +$2.1K | 5.99% | 3 |
|
|
2017
Q3 | $8.89M | Sell |
185,289
-4,717
| -2% | -$226K | 5.82% | 3 |
|
|
2017
Q2 | $8.27M | Buy |
190,006
+3,759
| +2% | +$164K | 5.72% | 3 |
|
|
2017
Q1 | $7.83M | Sell |
186,247
-3,180
| -2% | -$134K | 5.69% | 3 |
|
|
2016
Q4 | $7.18M | Buy |
189,427
+3,257
| +2% | +$123K | 5.2% | 5 |
|
|
2016
Q3 | $6.84M | Buy |
186,170
+13,155
| +8% | +$483K | 5.1% | 5 |
|
|
2016
Q2 | $5.71M | Sell |
173,015
-1,158
| -0.7% | -$38.2K | 4.68% | 6 |
|
|
2016
Q1 | $5.74M | Sell |
174,173
-3,282
| -2% | -$108K | 4.89% | 5 |
|
|
2015
Q4 | $5.9M | Buy |
+177,455
| New | +$5.9M | 5% | 4 |
|