Socha Financial Group’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 | $2.58M | Sell |
16,392
-2,232
| -12% | -$351K | 1.15% | 9 |
|
2025
Q1 | $2.46M | Sell |
18,624
-8,681
| -32% | -$1.15M | 1.2% | 8 |
|
2024
Q4 | $4.06M | Sell |
27,305
-9,146
| -25% | -$1.36M | 1.9% | 8 |
|
2024
Q3 | $5.05M | Buy |
36,451
+1,227
| +3% | +$170K | 2.19% | 6 |
|
2024
Q2 | $4.8M | Sell |
35,224
-408
| -1% | -$55.6K | 2.25% | 6 |
|
2024
Q1 | $4.8M | Sell |
35,632
-272
| -0.8% | -$36.7K | 2.11% | 7 |
|
2023
Q4 | $4.6M | Sell |
35,904
-473
| -1% | -$60.6K | 2.21% | 7 |
|
2023
Q3 | $4.04M | Sell |
36,377
-212
| -0.6% | -$23.6K | 2.15% | 7 |
|
2023
Q2 | $4.21M | Buy |
36,589
+780
| +2% | +$89.7K | 2.22% | 7 |
|
2023
Q1 | $3.77M | Sell |
35,809
-220
| -0.6% | -$23.1K | 2.43% | 6 |
|
2022
Q4 | $3.3M | Buy |
36,029
+132
| +0.4% | +$12.1K | 2.34% | 6 |
|
2022
Q3 | $3.11M | Buy |
35,897
+560
| +2% | +$48.6K | 2.67% | 6 |
|
2022
Q2 | $3.33M | Sell |
35,337
-121
| -0.3% | -$11.4K | 3.41% | 5 |
|
2022
Q1 | $4.12M | Sell |
35,458
-597
| -2% | -$69.3K | 3.38% | 4 |
|
2021
Q4 | $4.76M | Buy |
+36,055
| New | +$4.76M | 3.61% | 4 |
|