TruWealth 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 | $934K | Hold |
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|
2025
Q2 | $875K | Hold |
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|
2025
Q1 | $736K | Hold |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $784K | Sell |
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|
2024
Q2 | $787K | Sell |
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|
2024
Q1 | $809K | Hold |
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|
2023
Q4 | $768K | Hold |
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|
2023
Q3 | $667K | Hold |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $733K | Hold |
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|
2022
Q4 | $638K | Sell |
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|
2022
Q3 | $646K | Hold |
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|
2022
Q2 | $701K | Hold |
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|
2022
Q1 | $865K | Hold |
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|
2021
Q4 | $983K | Buy |
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|
2021
Q3 | $671K | Sell |
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|
2021
Q2 | $711K | Sell |
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|
2021
Q1 | $660K | Sell |
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|
2020
Q4 | $758K | Buy |
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