MAI Capital Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $574K | Sell |
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|
2025
Q2 | $542K | Sell |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $523K | Sell |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $468K | Sell |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $426K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $836K | Sell |
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|
2022
Q1 | $1.97M | Sell |
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|
2021
Q4 | $4.3M | Buy |
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