Synergy Asset Management’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
Q1 | – | Sell |
-4
| Closed | -$65 | – | 349 |
|
|
2024
Q4 | $65 | Buy |
+4
| New | +$65 | ﹤0.01% | 846 |
|
|
2021
Q4 | – | Sell |
-411,365
| Closed | -$4.72M | – | 118 |
|
|
2021
Q3 | $4.72M | Buy |
+411,365
| New | +$4.72M | 1.1% | 30 |
|
|
2021
Q2 | – | Sell |
-283,495
| Closed | -$2.87M | – | 113 |
|
|
2021
Q1 | $2.87M | Buy |
+283,495
| New | +$2.87M | 0.86% | 42 |
|