Montis Financial’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	$1.24M	Sell	22,188 -3,731	-14%	-$209K	0.35%	47
2025 Q1	$1.37M	Buy	25,919 +1,982	+8%	+$105K	0.4%	43
2024 Q4	$1.3M	Buy	23,937 +1,717	+8%	+$92.9K	0.4%	44
2024 Q3	$1.14M	Buy	+22,220	New	+$1.14M	0.4%	38