PFA
Plotkin Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
33,816
-466
| -1% | -$26.1K | 1.05% | 23 |
|
|
2025
Q1 | $1.82M | Sell |
34,282
-209
| -0.6% | -$11.1K | 1.12% | 19 |
|
|
2024
Q4 | $1.87M | Sell |
34,491
-295
| -0.8% | -$16K | 1.11% | 21 |
|
|
2024
Q3 | $1.78M | Sell |
34,786
-661
| -2% | -$33.8K | 1.06% | 22 |
|
|
2024
Q2 | $1.64M | Sell |
35,447
-1,353
| -4% | -$62.6K | 1.06% | 25 |
|
|
2024
Q1 | $1.75M | Sell |
36,800
-468
| -1% | -$22.2K | 1.16% | 23 |
|
|
2023
Q4 | $1.61M | Sell |
37,268
-792
| -2% | -$34.3K | 1.23% | 22 |
|
|
2023
Q3 | $1.44M | Sell |
38,060
-256
| -0.7% | -$9.68K | 1.27% | 23 |
|
|
2023
Q2 | $1.44M | Sell |
38,316
-4,019
| -9% | -$152K | 1.2% | 23 |
|
|
2023
Q1 | $1.58M | Sell |
42,335
-3,508
| -8% | -$131K | 1.47% | 21 |
|
|
2022
Q4 | $1.88M | Sell |
45,843
-1,290
| -3% | -$52.8K | 1.91% | 18 |
|
|
2022
Q3 | $1.73M | Sell |
47,133
-149
| -0.3% | -$5.49K | 1.76% | 18 |
|
|
2022
Q2 | $1.84M | Sell |
47,282
-1,974
| -4% | -$76.7K | 1.75% | 18 |
|
|
2022
Q1 | $2.26M | Buy |
49,256
+723
| +1% | +$33.2K | 1.58% | 17 |
|
|
2021
Q4 | $2.25M | Sell |
48,533
-6,969
| -13% | -$323K | 1.42% | 20 |
|
|
2021
Q3 | $2.46M | Sell |
55,502
-11,916
| -18% | -$527K | 1.46% | 20 |
|
|
2021
Q2 | $2.94M | Buy |
67,418
+23,575
| +54% | +$1.03M | 1.63% | 21 |
|
|
2021
Q1 | $1.82M | Buy |
+43,843
| New | +$1.82M | 1.12% | 27 |
|
|
2020
Q1 | – | Sell |
-115,395
| Closed | -$3.87M | – | 61 |
|
|
2019
Q4 | $3.87M | Buy |
+115,395
| New | +$3.87M | 3.6% | 10 |
|