Larson Financial Group’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 | $4.32K | Hold |
77
| – | – | ﹤0.01% | 2113 |
|
|
2025
Q1 | $4.08K | Hold |
77
| – | – | ﹤0.01% | 1923 |
|
|
2024
Q4 | $4.17K | Hold |
77
| – | – | ﹤0.01% | 1702 |
|
|
2024
Q3 | $3.94K | Sell |
77
-159
| -67% | -$8.13K | ﹤0.01% | 1700 |
|
|
2024
Q2 | $10.9K | Sell |
236
-96
| -29% | -$4.44K | ﹤0.01% | 1235 |
|
|
2024
Q1 | $15.8K | Sell |
332
-11
| -3% | -$523 | ﹤0.01% | 941 |
|
|
2023
Q4 | $14.8K | Sell |
343
-5
| -1% | -$216 | ﹤0.01% | 917 |
|
|
2023
Q3 | $13.2K | Hold |
348
| – | – | ﹤0.01% | 924 |
|
|
2023
Q2 | $13.1K | Sell |
348
-6
| -2% | -$226 | ﹤0.01% | 854 |
|
|
2023
Q1 | $13.2K | Sell |
354
-8
| -2% | -$299 | ﹤0.01% | 845 |
|
|
2022
Q4 | $14.8K | Hold |
362
| – | – | ﹤0.01% | 762 |
|
|
2022
Q3 | $13K | Buy |
+362
| New | +$13K | ﹤0.01% | 720 |
|
|
2021
Q1 | – | Sell |
-313
| Closed | -$11K | – | 866 |
|
|
2020
Q4 | $11K | Buy |
+313
| New | +$11K | ﹤0.01% | 478 |
|
|
2020
Q2 | – | Sell |
-30
| Closed | -$1K | – | 701 |
|
|
2020
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 476 |
|
|
2019
Q4 | – | Sell |
-668
| Closed | -$21K | – | 604 |
|
|
2019
Q3 | $21K | Buy |
+668
| New | +$21K | 0.01% | 211 |
|