Trinity Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.39M | Buy |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.45M | Buy |
|
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.33M | Buy |
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|
2022
Q3 | $2.12M | Buy |
|
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|
2022
Q2 | $1.94M | Sell |
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|
2022
Q1 | $2.36M | Sell |
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|
2021
Q4 | $1.76M | Buy |
|