TrueWealth Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $503K | Hold |
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|
2025
Q2 | $471K | Sell |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $421K | Hold |
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|
2024
Q3 | $393K | Hold |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $382K | Buy |
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|
2023
Q4 | $336K | Sell |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $295K | Hold |
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|
2022
Q4 | $257K | Sell |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $599K | Hold |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $558K | Hold |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $532K | Buy |
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