Regal Investment Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $327K | Sell |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | $380K | Buy |
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|
2022
Q2 | $330K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $83K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $68K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $115K | Buy |
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|
2019
Q3 | $107K | Sell |
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|
2019
Q2 | $142K | Sell |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $212K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $346K | Sell |
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|
2018
Q1 | $309K | Sell |
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|
2017
Q4 | $480K | Sell |
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|
2017
Q3 | $658K | Sell |
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|
2017
Q2 | $630K | Sell |
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|
2017
Q1 | $1.01M | Buy |
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|
2016
Q4 | $1.08M | Sell |
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|
2016
Q3 | $1.36M | Buy |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.03M | Sell |
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|
2015
Q4 | $1.09M | Sell |
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|
2015
Q3 | $1.3M | Sell |
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|
2015
Q2 | $1.9M | Sell |
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|
2015
Q1 | $2.1M | Buy |
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|
2014
Q4 | $1.95M | Buy |
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|
2014
Q3 | $1.24M | Buy |
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|
2014
Q2 | $1.39M | Buy |
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|
2014
Q1 | $249K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $168K | Buy |
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