RPg Family Wealth Advisory’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $710K | Sell |
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|
2025
Q2 | $698K | Sell |
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|
2025
Q1 | $671K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $375K | Sell |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $647K | Buy |
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|
2021
Q4 | $552K | Hold |
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|
2021
Q3 | $528K | Hold |
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|
2021
Q2 | $521K | Buy |
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|
2020
Q4 | $419K | Hold |
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|
2020
Q3 | $310K | Sell |
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|
2020
Q2 | $317K | Sell |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $444K | Sell |
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|
2019
Q3 | $466K | Sell |
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|
2019
Q2 | $474K | Sell |
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|
2019
Q1 | $519K | Buy |
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|
2018
Q4 | $11.5K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $51.3K | Sell |
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|
2017
Q4 | $61.7K | Sell |
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|
2017
Q3 | $69.3K | Buy |
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|
2017
Q2 | $56.5K | Sell |
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|
2017
Q1 | $80.6K | Buy |
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|
2016
Q4 | $44.5K | Buy |
|