Kingsview Wealth Management’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 | $1.86M | Buy |
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|
2025
Q2 | $1.76M | Hold |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.57M | Buy |
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|
2024
Q3 | $1.47M | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $366K | Buy |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $599K | Buy |
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|
2021
Q4 | $399K | Hold |
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|
2021
Q3 | $382K | Buy |
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|
2021
Q2 | $286K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $258K | Sell |
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|
2019
Q4 | $606K | Buy |
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|
2019
Q3 | $286K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $407K | Sell |
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|
2018
Q2 | $415K | Buy |
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