OneDigital Investment Advisors’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 | $834K | Hold |
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|
2025
Q2 | $787K | Buy |
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|
2025
Q1 | $743K | Buy |
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|
2024
Q4 | $668K | Buy |
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|
2024
Q3 | $495K | Sell |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $551K | Sell |
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|
2023
Q4 | $824K | Buy |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $851K | Buy |
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|
2022
Q3 | $763K | Buy |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $956K | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $917K | Sell |
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|
2020
Q4 | $830K | Buy |
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|
2020
Q3 | $603K | Buy |
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|
2020
Q2 | $203K | Buy |
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