Monument Capital Management’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
2024
Q1
Sell
-32,677
Closed -$545K 190
2023
Q4
$545K Buy
32,677
+4,057
+14% +$67.7K 0.18% 106
2023
Q3
$499K Buy
+28,620
New +$499K 0.17% 103