Spire Wealth Management’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 | $98.5K | Sell |
626
-20,027
| -97% | -$3.15M | ﹤0.01% | 977 |
|
|
2025
Q1 | $2.73M | Sell |
20,653
-150
| -0.7% | -$19.8K | 0.09% | 226 |
|
|
2024
Q4 | $3.09M | Sell |
20,803
-970
| -4% | -$144K | 0.1% | 182 |
|
|
2024
Q3 | $3.02M | Hold |
21,773
| – | – | 0.1% | 166 |
|
|
2024
Q2 | $2.97M | Hold |
21,773
| – | – | 0.1% | 180 |
|
|
2024
Q1 | $2.94M | Hold |
21,773
| – | – | 0.05% | 200 |
|
|
2023
Q4 | $2.85M | Sell |
21,773
-858
| -4% | -$112K | 0.09% | 193 |
|
|
2023
Q3 | $2.52M | Sell |
22,631
-506
| -2% | -$56.2K | 0.1% | 196 |
|
|
2023
Q2 | $2.66M | Hold |
23,137
| – | – | 0.1% | 193 |
|
|
2023
Q1 | $2.43M | Buy |
23,137
+7,092
| +44% | +$746K | 0.09% | 207 |
|
|
2022
Q4 | $1.47M | Buy |
16,045
+5,545
| +53% | +$508K | 0.08% | 195 |
|
|
2022
Q3 | $910K | Sell |
10,500
-17,696
| -63% | -$1.53M | 0.06% | 224 |
|
|
2022
Q2 | $2.65M | Sell |
28,196
-5,831
| -17% | -$549K | 0.11% | 169 |
|
|
2022
Q1 | $3.95M | Sell |
34,027
-420
| -1% | -$48.8K | 0.11% | 179 |
|
|
2021
Q4 | $4.55M | Sell |
34,447
-18,921
| -35% | -$2.5M | 0.1% | 185 |
|
|
2021
Q3 | $6.56M | Buy |
53,368
+737
| +1% | +$90.6K | 0.17% | 136 |
|
|
2021
Q2 | $6.53M | Buy |
52,631
+2,938
| +6% | +$365K | 0.18% | 139 |
|
|
2021
Q1 | $5.19M | Buy |
+49,693
| New | +$5.19M | 0.14% | 157 |
|