Principal Securities’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
5,281
-183
| -3% | -$10.3K | 0.01% | 1069 |
|
|
2025
Q1 | $296K | Hold |
5,464
| – | – | 0.01% | 981 |
|
|
2024
Q4 | $296K | Sell |
5,464
-368
| -6% | -$19.9K | 0.01% | 974 |
|
|
2024
Q3 | $298K | Sell |
5,832
-1,057
| -15% | -$54K | 0.01% | 934 |
|
|
2024
Q2 | $319K | Sell |
6,889
-361
| -5% | -$16.7K | 0.01% | 856 |
|
|
2024
Q1 | $345K | Sell |
7,250
-21
| -0.3% | -$998 | 0.01% | 812 |
|
|
2023
Q4 | $315K | Buy |
+7,271
| New | +$315K | 0.01% | 776 |
|