ROI Financial Advisors’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 | $253K | Buy |
4,516
+160
| +4% | +$8.97K | 0.16% | 60 |
|
|
2025
Q1 | $231K | Sell |
4,356
-306
| -7% | -$16.2K | 0.17% | 57 |
|
|
2024
Q4 | $252K | Buy |
4,662
+14
| +0.3% | +$758 | 0.17% | 56 |
|
|
2024
Q3 | $238K | Buy |
4,648
+12
| +0.3% | +$613 | 0.16% | 58 |
|
|
2024
Q2 | $232K | Buy |
4,636
+13
| +0.3% | +$651 | 0.17% | 55 |
|
|
2024
Q1 | $220K | Buy |
+4,623
| New | +$220K | 0.17% | 58 |
|