Principal Securities’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54K | Buy |
3,557
+158
| +5% | +$2.4K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $55.5K | Hold |
3,399
| – | – | ﹤0.01% | 1713 |
|
|
2024
Q4 | $55.5K | Sell |
3,399
-122
| -3% | -$1.99K | ﹤0.01% | 1713 |
|
|
2024
Q3 | $57.1K | Buy |
3,521
+121
| +4% | +$1.96K | ﹤0.01% | 1631 |
|
|
2024
Q2 | $61.9K | Buy |
3,400
+2,481
| +270% | +$45.2K | ﹤0.01% | 1520 |
|
|
2024
Q1 | $17.2K | Buy |
919
+220
| +31% | +$4.12K | ﹤0.01% | 2083 |
|
|
2023
Q4 | $11.7K | Buy |
+699
| New | +$11.7K | ﹤0.01% | 2163 |
|