Kingsview Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Hold |
31,312
| – | – | 0.03% | 456 |
|
|
2025
Q1 | $1.66M | Buy |
31,312
+2,321
| +8% | +$123K | 0.03% | 426 |
|
|
2024
Q4 | $1.57M | Buy |
28,991
+224
| +0.8% | +$12.1K | 0.03% | 447 |
|
|
2024
Q3 | $1.47M | Buy |
28,767
+22,336
| +347% | +$1.14M | 0.03% | 445 |
|
|
2024
Q2 | $298K | Buy |
+6,431
| New | +$298K | 0.01% | 837 |
|
|
2023
Q4 | – | Sell |
-9,602
| Closed | -$363K | – | 973 |
|
|
2023
Q3 | $363K | Sell |
9,602
-200
| -2% | -$7.57K | 0.01% | 701 |
|
|
2023
Q2 | $370K | Hold |
9,802
| – | – | 0.01% | 676 |
|
|
2023
Q1 | $366K | Buy |
9,802
+180
| +2% | +$6.72K | 0.02% | 657 |
|
|
2022
Q4 | $394K | Sell |
9,622
-3,435
| -26% | -$141K | 0.02% | 584 |
|
|
2022
Q3 | $481K | Hold |
13,057
| – | – | 0.02% | 511 |
|
|
2022
Q2 | $507K | Hold |
13,057
| – | – | 0.02% | 533 |
|
|
2022
Q1 | $599K | Buy |
13,057
+4,435
| +51% | +$204K | 0.03% | 531 |
|
|
2021
Q4 | $399K | Hold |
8,622
| – | – | 0.02% | 631 |
|
|
2021
Q3 | $382K | Buy |
8,622
+2,140
| +33% | +$94.8K | 0.02% | 616 |
|
|
2021
Q2 | $286K | Buy |
+6,482
| New | +$286K | 0.01% | 709 |
|
|
2020
Q2 | – | Sell |
-12,203
| Closed | -$258K | – | 583 |
|
|
2020
Q1 | $258K | Sell |
12,203
-5,873
| -32% | -$124K | 0.03% | 384 |
|
|
2019
Q4 | $606K | Buy |
18,076
+9,099
| +101% | +$305K | 0.08% | 249 |
|
|
2019
Q3 | $286K | Buy |
+8,977
| New | +$286K | 0.04% | 343 |
|
|
2018
Q4 | – | Sell |
-12,726
| Closed | -$407K | – | 359 |
|
|
2018
Q3 | $407K | Sell |
12,726
-533
| -4% | -$17K | 0.08% | 245 |
|
|
2018
Q2 | $415K | Buy |
+13,259
| New | +$415K | 0.1% | 218 |
|