Plotkin Financial 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
Q2 | $1.9M | Sell |
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|
2025
Q1 | $1.82M | Sell |
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|
2024
Q4 | $1.87M | Sell |
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|
2024
Q3 | $1.78M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $1.44M | Sell |
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|
2023
Q2 | $1.44M | Sell |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.88M | Sell |
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|
2022
Q3 | $1.73M | Sell |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.25M | Sell |
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|
2021
Q3 | $2.46M | Sell |
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|
2021
Q2 | $2.94M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.87M | Buy |
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