Leelyn Smith’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-34,934
| Closed | -$597K | – | 229 |
|
|
2022
Q4 | $597K | Buy |
34,934
+4,361
| +14% | +$74.5K | 0.16% | 85 |
|
|
2022
Q3 | $477K | Buy |
30,573
+516
| +2% | +$8.05K | 0.16% | 82 |
|
|
2022
Q2 | $444K | Sell |
30,057
-9,137
| -23% | -$135K | 0.12% | 95 |
|
|
2022
Q1 | $624K | Buy |
39,194
+1,142
| +3% | +$18.2K | 0.16% | 88 |
|
|
2021
Q4 | $454K | Buy |
+38,052
| New | +$454K | 0.12% | 94 |
|