PFA
Plotkin Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Hold |
11,118
| – | – | 0.97% | 25 |
|
|
2025
Q1 | $1.47M | Hold |
11,118
| – | – | 0.9% | 27 |
|
|
2024
Q4 | $1.65M | Hold |
11,118
| – | – | 0.98% | 27 |
|
|
2024
Q3 | $1.54M | Hold |
11,118
| – | – | 0.92% | 27 |
|
|
2024
Q2 | $1.51M | Hold |
11,118
| – | – | 0.97% | 27 |
|
|
2024
Q1 | $1.5M | Hold |
11,118
| – | – | 0.99% | 27 |
|
|
2023
Q4 | $1.42M | Sell |
11,118
-52
| -0.5% | -$6.66K | 1.08% | 24 |
|
|
2023
Q3 | $1.24M | Hold |
11,170
| – | – | 1.09% | 24 |
|
|
2023
Q2 | $1.28M | Hold |
11,170
| – | – | 1.07% | 24 |
|
|
2023
Q1 | $1.17M | Sell |
11,170
-811
| -7% | -$85.3K | 1.09% | 23 |
|
|
2022
Q4 | $1.1M | Sell |
11,981
-4
| -0% | -$366 | 1.11% | 23 |
|
|
2022
Q3 | $1.04M | Hold |
11,985
| – | – | 1.05% | 23 |
|
|
2022
Q2 | $1.13M | Sell |
11,985
-3,118
| -21% | -$293K | 1.07% | 22 |
|
|
2022
Q1 | $1.75M | Hold |
15,103
| – | – | 1.23% | 21 |
|
|
2021
Q4 | $1.99M | Sell |
15,103
-1,309
| -8% | -$173K | 1.26% | 22 |
|
|
2021
Q3 | $2.02M | Sell |
16,412
-1,805
| -10% | -$222K | 1.2% | 23 |
|
|
2021
Q2 | $2.26M | Sell |
18,217
-1,835
| -9% | -$228K | 1.25% | 24 |
|
|
2021
Q1 | $2.28M | Sell |
20,052
-779
| -4% | -$88.5K | 1.39% | 24 |
|
|
2020
Q4 | $2.33M | Sell |
20,831
-934
| -4% | -$104K | 1.54% | 19 |
|
|
2020
Q3 | $1.98M | Sell |
21,765
-26,380
| -55% | -$2.4M | 2.18% | 15 |
|
|
2020
Q2 | $4.01M | Buy |
48,145
+3,923
| +9% | +$327K | 3.41% | 11 |
|
|
2020
Q1 | $2.63M | Sell |
44,222
-1,991
| -4% | -$118K | 3.19% | 11 |
|
|
2019
Q4 | $3.35M | Buy |
+46,213
| New | +$3.35M | 3.12% | 11 |
|