TrueWealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $573K | Buy |
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|
2025
Q2 | $520K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $326K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $424K | Sell |
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|
2023
Q2 | $473K | Sell |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $4.36M | Buy |
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|
2022
Q3 | $3.81M | Buy |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $3.68M | Hold |
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|
2021
Q4 | $3.68M | Buy |
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|
2021
Q3 | $3.19M | Buy |
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|
2021
Q2 | $2.63M | Buy |
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