Spire Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.17K | Sell |
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|
2025
Q2 | $4.21K | Hold |
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|
2025
Q1 | $4.58K | Hold |
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|
2024
Q4 | $4.53K | Hold |
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|
2024
Q3 | $4.5K | Hold |
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|
2024
Q2 | $5.04K | Hold |
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|
2024
Q1 | $5.19K | Sell |
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|
2023
Q4 | $5.73K | Sell |
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|
2023
Q3 | $16.8K | Hold |
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|
2023
Q2 | $15.1K | Hold |
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|
2023
Q1 | $14.9K | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $65K | Sell |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $793K | Sell |
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|
2021
Q4 | $609K | Sell |
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|
2021
Q3 | $634K | Buy |
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|
2021
Q2 | $492K | Buy |
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|
2021
Q1 | $101K | Buy |
|