Sunbelt Securities’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 | $45.1K | Buy |
2,759
+579
| +27% | +$9.46K | ﹤0.01% | 967 |
|
|
2025
Q1 | $36K | Sell |
2,180
-579
| -21% | -$9.56K | ﹤0.01% | 981 |
|
|
2024
Q4 | $44.6K | Hold |
2,759
| – | – | ﹤0.01% | 969 |
|
|
2024
Q3 | $44.7K | Hold |
2,759
| – | – | ﹤0.01% | 970 |
|
|
2024
Q2 | $50.2K | Hold |
2,759
| – | – | 0.01% | 901 |
|
|
2024
Q1 | $51.7K | Hold |
2,759
| – | – | 0.01% | 866 |
|
|
2023
Q4 | $46K | Hold |
2,759
| – | – | 0.01% | 835 |
|
|
2023
Q3 | $48.1K | Sell |
2,759
-15,230
| -85% | -$265K | 0.01% | 812 |
|
|
2023
Q2 | $281K | Buy |
17,989
+330
| +2% | +$5.16K | 0.04% | 400 |
|
|
2023
Q1 | $270K | Buy |
+17,659
| New | +$270K | 0.04% | 378 |
|