MinichMacGregor Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $693K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $745K | Sell |
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|
2022
Q3 | $685K | Buy |
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|
2022
Q2 | $613K | Sell |
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|
2022
Q1 | $679K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $375K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $13K | Buy |
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|
2017
Q3 | $4K | Buy |
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|
2017
Q2 | $3K | Sell |
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|
2017
Q1 | $20K | Sell |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | $996K | Buy |
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|
2016
Q2 | $907K | Sell |
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|
2016
Q1 | $873K | Buy |
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