Kingswood Wealth Advisors’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	–	Sell	-15,987	Closed	-$847K	–	760
2025 Q1	$847K	Sell	15,987 -1,053	-6%	-$55.8K	0.08%	283
2024 Q4	$922K	Buy	+17,040	New	+$922K	0.07%	290