Independent Advisor Alliance’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 | $2.66M | Buy |
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|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.99M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $177K | Sell |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $2.01M | Sell |
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|
2021
Q4 | $1.81M | Buy |
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|
2021
Q3 | $1.59M | Buy |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $705K | Sell |
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|
2020
Q4 | $603K | Buy |
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|
2020
Q3 | $408K | Buy |
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|
2020
Q2 | $476K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $131K | Buy |
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