Novak & Powell Financial Services’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
10,092
-80
| -0.8% | -$12.6K | 1.1% | 20 |
|
|
2025
Q1 | $1.35M | Hold |
10,172
| – | – | 0.84% | 33 |
|
|
2024
Q4 | $1.51M | Hold |
10,172
| – | – | 0.9% | 27 |
|
|
2024
Q3 | $1.41M | Sell |
10,172
-1,050
| -9% | -$146K | 0.82% | 32 |
|
|
2024
Q2 | $1.53M | Sell |
11,222
-150
| -1% | -$20.4K | 0.95% | 29 |
|
|
2024
Q1 | $1.53M | Sell |
11,372
-172
| -1% | -$23.2K | 1.15% | 21 |
|
|
2023
Q4 | $1.48M | Buy |
+11,544
| New | +$1.48M | 0.99% | 28 |
|