TriaGen Wealth 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
2023
Q1
Sell
-57,527
Closed -$983K 172
2022
Q4
$983K Sell
57,527
-490
-0.8% -$8.37K 0.55% 54
2022
Q3
$906K Buy
58,017
+552
+1% +$8.62K 0.5% 54
2022
Q2
$848K Sell
57,465
-69,112
-55% -$1.02M 0.6% 46
2022
Q1
$2.02M Buy
+126,577
New +$2.02M 1.05% 25