Kestra Private Wealth Services’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 | $196K | Buy |
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|
2025
Q2 | $183K | Sell |
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|
2025
Q1 | $207K | Sell |
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|
2024
Q4 | $254K | Buy |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $302K | Sell |
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|
2024
Q1 | $372K | Sell |
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|
2023
Q4 | $393K | Sell |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $1.97M | Buy |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $676K | Buy |
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|
2021
Q3 | $122K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.22M | Buy |
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|
2020
Q4 | $100K | Sell |
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|
2020
Q3 | $78K | Buy |
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