Retirement Planning Group (Kansas)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.19M | Buy |
7,557
+4,427
| +141% | +$697K | 0.05% | 130 |
|
2025
Q1 | $414K | Hold |
3,130
| – | – | 0.02% | 211 |
|
2024
Q4 | $465K | Hold |
3,130
| – | – | 0.02% | 189 |
|
2024
Q3 | $434K | Buy |
3,130
+1
| +0% | +$139 | 0.02% | 188 |
|
2024
Q2 | $426K | Hold |
3,129
| – | – | 0.03% | 167 |
|
2024
Q1 | $422K | Sell |
3,129
-16
| -0.5% | -$2.16K | 0.03% | 151 |
|
2023
Q4 | $403K | Buy |
3,145
+9
| +0.3% | +$1.15K | 0.04% | 128 |
|
2023
Q3 | $349K | Buy |
3,136
+1
| +0% | +$111 | 0.04% | 114 |
|
2023
Q2 | $361K | Buy |
3,135
+1
| +0% | +$115 | 0.04% | 116 |
|
2023
Q1 | $330K | Buy |
3,134
+3
| +0.1% | +$316 | 0.04% | 111 |
|
2022
Q4 | $287K | Buy |
+3,131
| New | +$287K | 0.03% | 115 |
|