Leelyn Smith’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 | $405K | Sell |
7,222
-569
| -7% | -$31.9K | 0.07% | 110 |
|
|
2025
Q1 | $413K | Buy |
+7,791
| New | +$413K | 0.07% | 109 |
|
|
2024
Q3 | – | Sell |
-12,086
| Closed | -$559K | – | 130 |
|
|
2024
Q2 | $559K | Buy |
+12,086
| New | +$559K | 0.11% | 101 |
|
|
2023
Q2 | – | Sell |
-12,272
| Closed | -$458K | – | 117 |
|
|
2023
Q1 | $458K | Buy |
+12,272
| New | +$458K | 0.12% | 98 |
|
|
2022
Q2 | – | Sell |
-10,324
| Closed | -$474K | – | 400 |
|
|
2022
Q1 | $474K | Buy |
10,324
+488
| +5% | +$22.4K | 0.12% | 91 |
|
|
2021
Q4 | $455K | Buy |
+9,836
| New | +$455K | 0.12% | 93 |
|
|
2021
Q3 | – | Sell |
-12,076
| Closed | -$527K | – | 368 |
|
|
2021
Q2 | $527K | Buy |
+12,076
| New | +$527K | 0.16% | 90 |
|