PFG
Prosperity Financial Group’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Buy |
11,867
+71
| +0.6% | +$1.08K | 0.08% | 159 |
|
|
2025
Q1 | $195K | Sell |
11,796
-4,261
| -27% | -$70.4K | 0.1% | 154 |
|
|
2024
Q4 | $262K | Buy |
16,057
+83
| +0.5% | +$1.36K | 0.13% | 128 |
|
|
2024
Q3 | $259K | Buy |
15,974
+142
| +0.9% | +$2.3K | 0.15% | 122 |
|
|
2024
Q2 | $288K | Sell |
15,832
-675
| -4% | -$12.3K | 0.18% | 107 |
|
|
2024
Q1 | $309K | Buy |
16,507
+3,017
| +22% | +$56.5K | 0.19% | 104 |
|
|
2023
Q4 | $225K | Sell |
13,490
-1,389
| -9% | -$23.2K | 0.16% | 113 |
|
|
2023
Q3 | $259K | Sell |
14,879
-172,561
| -92% | -$3.01M | 0.21% | 90 |
|
|
2023
Q2 | $2.93M | Sell |
187,440
-93
| -0% | -$1.46K | 2.58% | 7 |
|
|
2023
Q1 | $2.91M | Sell |
187,533
-318,398
| -63% | -$4.94M | 2.95% | 8 |
|
|
2022
Q4 | $8.65M | Buy |
+505,931
| New | +$8.65M | 9.33% | 1 |
|