KCFA
Key Client Fiduciary Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-48,688
| Closed | -$1.84M | – | 173 |
|
|
2023
Q2 | $1.84M | Sell |
48,688
-3,692
| -7% | -$139K | 1.07% | 22 |
|
|
2023
Q1 | $1.96M | Sell |
52,380
-4,300
| -8% | -$161K | 1.22% | 22 |
|
|
2022
Q4 | $2.32M | Buy |
56,680
+190
| +0.3% | +$7.78K | 1.57% | 16 |
|
|
2022
Q3 | $2.08M | Sell |
56,490
-248
| -0.4% | -$9.13K | 1.88% | 12 |
|
|
2022
Q2 | $2.2M | Buy |
56,738
+2
| +0% | +$78 | 2.15% | 12 |
|
|
2022
Q1 | $2.61M | Sell |
56,736
-1,996
| -3% | -$91.6K | 2.06% | 12 |
|
|
2021
Q4 | $2.72M | Buy |
+58,732
| New | +$2.72M | 2.24% | 10 |
|