Institute for Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $328K | Hold |
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|
2025
Q2 | $307K | Hold |
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|
2025
Q1 | $258K | Hold |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $277K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $256K | Hold |
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|
2023
Q3 | $222K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $244K | Hold |
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|
2021
Q4 | $277K | Hold |
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|
2021
Q3 | $258K | Hold |
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|
2021
Q2 | $261K | Buy |
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|
2021
Q1 | $233K | Sell |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $167K | Buy |
|