Stephens Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $570K | Buy |
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|
2025
Q2 | $538K | Buy |
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|
2025
Q1 | $508K | Sell |
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|
2024
Q4 | $524K | Buy |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $414K | Buy |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $366K | Buy |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $479K | Sell |
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|
2022
Q3 | $474K | Sell |
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|
2022
Q2 | $574K | Buy |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $591K | Buy |
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|
2021
Q1 | $563K | Sell |
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|
2020
Q4 | $486K | Sell |
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|
2020
Q3 | $584K | Sell |
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|
2020
Q2 | $3.22M | Buy |
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|
2020
Q1 | $338K | Sell |
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|
2019
Q4 | $577K | Buy |
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|
2019
Q3 | $548K | Sell |
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|
2019
Q2 | $645K | Buy |
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|
2019
Q1 | $609K | Buy |
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|
2018
Q4 | $494K | Sell |
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|
2018
Q3 | $779K | Buy |
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|
2018
Q2 | $623K | Buy |
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|
2018
Q1 | $266K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $443K | Sell |
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|
2017
Q2 | $1.09M | Buy |
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|
2017
Q1 | $949K | Sell |
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|
2016
Q4 | $964K | Sell |
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|
2016
Q3 | $899K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $2.21M | Buy |
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|
2015
Q1 | $256K | Hold |
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|
2014
Q4 | $253K | Hold |
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|
2014
Q3 | $237K | Buy |
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|
2014
Q2 | $210K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $690K | Buy |
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