Kestra Private Wealth Services’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
Q3 | – | Sell |
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|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $633K | Sell |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $624K | Sell |
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|
2024
Q2 | $601K | Sell |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $690K | Sell |
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|
2023
Q3 | $632K | Sell |
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|
2023
Q2 | $668K | Buy |
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|
2023
Q1 | $543K | Buy |
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|
2022
Q4 | $406K | Sell |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $775K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q3 | $237K | Sell |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $4.24M | Buy |
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