IFP Advisors’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
Q2 | $83.2K | Sell |
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|
2025
Q1 | $103K | Sell |
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|
2024
Q4 | $119K | Buy |
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|
2024
Q3 | $111K | Sell |
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|
2024
Q2 | $129K | Sell |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $867K | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $3.64M | Buy |
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|
2022
Q3 | $3.3M | Buy |
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|
2022
Q2 | $3.15M | Hold |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $6.7M | Buy |
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|
2020
Q4 | $40K | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $26K | Buy |
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|
2019
Q1 | $19K | Buy |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $111K | Buy |
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|
2018
Q2 | $107K | Sell |
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|
2018
Q1 | $104K | Hold |
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|
2017
Q4 | $104K | Sell |
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|
2017
Q3 | $103K | Sell |
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|
2017
Q2 | $102K | Sell |
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|
2017
Q1 | $241K | Sell |
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|
2016
Q4 | $352K | Sell |
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|
2016
Q3 | $342K | Sell |
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|
2016
Q2 | $362K | Buy |
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|
2016
Q1 | $19K | Sell |
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|
2015
Q4 | $156K | Buy |
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