J.W. Cole Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $938K | Buy |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $472K | Buy |
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|
2024
Q1 | $485K | Buy |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $311K | Buy |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $244K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Buy |
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