Summit Financial’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	$9.13M	Buy	+162,813	New	+$9.13M	0.21%	88
2025 Q1	–	Sell	-22,414	Closed	-$1.21M	–	723
2024 Q4	$1.21M	Buy	22,414 +2,439	+12%	+$132K	0.04%	282
2024 Q3	$1.02M	Buy	19,975 +11,218	+128%	+$574K	0.04%	257
2024 Q2	$405K	Buy	+8,757	New	+$405K	0.02%	361