Spire Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3K | Sell |
23
-22,666
| -100% | -$1.28M | ﹤0.01% | 2240 |
|
|
2025
Q1 | $1.2M | Hold |
22,689
| – | – | 0.04% | 365 |
|
|
2024
Q4 | $1.23M | Hold |
22,689
| – | – | 0.04% | 344 |
|
|
2024
Q3 | $1.16M | Hold |
22,689
| – | – | 0.04% | 347 |
|
|
2024
Q2 | $1.05M | Hold |
22,689
| – | – | 0.04% | 331 |
|
|
2024
Q1 | $1.08M | Sell |
22,689
-1,295
| -5% | -$61.5K | 0.02% | 360 |
|
|
2023
Q4 | $1.04M | Sell |
23,984
-15,210
| -39% | -$661K | 0.03% | 350 |
|
|
2023
Q3 | $1.48M | Buy |
39,194
+951
| +2% | +$36K | 0.06% | 260 |
|
|
2023
Q2 | $1.44M | Buy |
38,243
+3,258
| +9% | +$123K | 0.05% | 275 |
|
|
2023
Q1 | $1.31M | Buy |
34,985
+20,557
| +142% | +$767K | 0.05% | 294 |
|
|
2022
Q4 | $591K | Sell |
14,428
-511
| -3% | -$20.9K | 0.03% | 333 |
|
|
2022
Q3 | $550K | Sell |
14,939
-14,537
| -49% | -$535K | 0.03% | 309 |
|
|
2022
Q2 | $1.15M | Sell |
29,476
-8,268
| -22% | -$321K | 0.05% | 306 |
|
|
2022
Q1 | $1.73M | Sell |
37,744
-443
| -1% | -$20.3K | 0.05% | 297 |
|
|
2021
Q4 | $1.77M | Sell |
38,187
-26,316
| -41% | -$1.22M | 0.04% | 333 |
|
|
2021
Q3 | $2.85M | Buy |
64,503
+2,116
| +3% | +$93.6K | 0.08% | 232 |
|
|
2021
Q2 | $2.72M | Buy |
62,387
+7,510
| +14% | +$328K | 0.07% | 236 |
|
|
2021
Q1 | $2.28M | Buy |
+54,877
| New | +$2.28M | 0.06% | 254 |
|