Sargent Investment Group’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $371K | Hold |
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|
2024
Q2 | $364K | Hold |
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|
2024
Q1 | $361K | Sell |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $315K | Hold |
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|
2023
Q2 | $326K | Sell |
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|
2023
Q1 | $485K | Hold |
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|
2022
Q4 | $424K | Sell |
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|
2022
Q3 | $555K | Hold |
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|
2022
Q2 | $563K | Sell |
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|
2022
Q1 | $768K | Sell |
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|
2021
Q4 | $966K | Hold |
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|
2021
Q3 | $899K | Sell |
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|
2021
Q2 | $971K | Sell |
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|
2021
Q1 | $897K | Sell |
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|
2020
Q4 | $889K | Sell |
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|
2020
Q3 | $774K | Buy |
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|
2020
Q2 | $638K | Sell |
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|
2020
Q1 | $477K | Sell |
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|
2019
Q4 | $647K | Buy |
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|
2019
Q3 | $577K | Sell |
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|
2019
Q2 | $601K | Sell |
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|
2019
Q1 | $603K | Buy |
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|
2018
Q4 | $454K | Buy |
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