Spire Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.21K | Hold |
277
| – | – | ﹤0.01% | 1998 |
|
|
2025
Q1 | $4.58K | Hold |
277
| – | – | ﹤0.01% | 2085 |
|
|
2024
Q4 | $4.53K | Hold |
277
| – | – | ﹤0.01% | 2075 |
|
|
2024
Q3 | $4.5K | Hold |
277
| – | – | ﹤0.01% | 1843 |
|
|
2024
Q2 | $5.04K | Hold |
277
| – | – | ﹤0.01% | 1825 |
|
|
2024
Q1 | $5.19K | Sell |
277
-86
| -24% | -$1.61K | ﹤0.01% | 1915 |
|
|
2023
Q4 | $5.73K | Sell |
363
-600
| -62% | -$9.48K | ﹤0.01% | 1920 |
|
|
2023
Q3 | $16.8K | Hold |
963
| – | – | ﹤0.01% | 1565 |
|
|
2023
Q2 | $15.1K | Hold |
963
| – | – | ﹤0.01% | 1691 |
|
|
2023
Q1 | $14.9K | Sell |
963
-7,747
| -89% | -$120K | ﹤0.01% | 1721 |
|
|
2022
Q4 | $149K | Buy |
8,710
+4,536
| +109% | +$77.6K | 0.01% | 622 |
|
|
2022
Q3 | $65K | Sell |
4,174
-13,912
| -77% | -$217K | ﹤0.01% | 859 |
|
|
2022
Q2 | $267K | Sell |
18,086
-31,717
| -64% | -$468K | 0.01% | 669 |
|
|
2022
Q1 | $793K | Sell |
49,803
-1,324
| -3% | -$21.1K | 0.02% | 444 |
|
|
2021
Q4 | $609K | Sell |
51,127
-4,090
| -7% | -$48.7K | 0.01% | 625 |
|
|
2021
Q3 | $634K | Buy |
55,217
+12,102
| +28% | +$139K | 0.02% | 532 |
|
|
2021
Q2 | $492K | Buy |
43,115
+33,098
| +330% | +$378K | 0.01% | 611 |
|
|
2021
Q1 | $101K | Buy |
+10,017
| New | +$101K | ﹤0.01% | 1400 |
|