Southland Equity Partners’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
2026
Q2
$510K Sell
8,172
-87
-1% -$5.18K 0.09% 166
2026
Q1
$464K Buy
8,259
+1
+0% +$59 0.09% 159
2025
Q4
$498K Sell
8,258
-3,275
-28% -$193K 0.1% 143
2025
Q3
$685K Sell
11,533
-163
-1% -$9.47K 0.14% 110
2025
Q2
$656K Hold
11,696
0.14% 104
2025
Q1
$620K Hold
11,696
0.14% 105
2024
Q4
$633K Hold
11,696
0.15% 103
2024
Q3
$598K Buy
11,696
+1,382
+13% +$68K 0.15% 102
2024
Q2
$477K Sell
10,314
-195
-2% -$8.98K 0.14% 103
2024
Q1
$499K Sell
10,509
-730
-6% -$32.4K 0.14% 101
2023
Q4
$487K Sell
11,239
-261
-2% -$10.2K 0.15% 95
2023
Q3
$435K Hold
11,500
0.15% 96
2023
Q2
$434K Sell
11,500
-1,063
-8% -$39.1K 0.15% 96
2023
Q1
$469K Sell
12,563
-5,478
-30% -$231K 0.18% 90
2022
Q4
$739K Sell
18,041
-27
-0.1% -$1.11K 0.28% 52
2022
Q3
$665K Sell
18,068
-2,833
-14% -$115K 0.33% 56
2022
Q2
$812K Sell
20,901
-6,962
-25% -$294K 0.37% 51
2022
Q1
$1.28M Sell
27,863
-390
-1% -$18K 0.53% 38
2021
Q4
$1.31M Buy
28,253
+543
+2% +$25.3K 0.54% 38
2021
Q3
$1.23M Sell
27,710
-189
-0.7% -$8.36K 0.56% 39
2021
Q2
$1.22M Buy
27,899
+8,316
+42% +$367K 0.57% 39
2021
Q1
$815K Buy
+19,583
New +$761K 0.46% 44

Other funds holding FXO