Steward Partners Investment Advisory’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 | $111K | Buy |
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|
2025
Q2 | $103K | Sell |
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|
2025
Q1 | $141K | Sell |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $294K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $525K | Sell |
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|
2023
Q3 | $555K | Buy |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $386K | Buy |
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|
2022
Q4 | $170K | Sell |
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|
2022
Q3 | $177K | Sell |
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|
2022
Q2 | $175K | Buy |
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|
2022
Q1 | $159K | Sell |
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|
2021
Q4 | $366K | Sell |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $383K | Buy |
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|
2021
Q1 | $298K | Buy |
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|
2020
Q4 | $32K | Buy |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $28K | Sell |
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|
2020
Q1 | $50K | Buy |
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|
2019
Q4 | $23K | Buy |
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|
2019
Q3 | $21K | Buy |
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|
2019
Q2 | $25K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $51K | Buy |
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|
2018
Q2 | $49K | Buy |
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|
2018
Q1 | $31K | Sell |
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|
2017
Q4 | $34K | Buy |
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|
2017
Q3 | $17K | Buy |
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|
2017
Q2 | $6K | Sell |
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|
2017
Q1 | $7K | Buy |
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