Tyler-Stone Wealth Management’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
3,544
-1,026
| -22% | -$161K | 0.09% | 191 |
|
|
2025
Q1 | $604K | Sell |
4,570
-210
| -4% | -$27.8K | 0.11% | 170 |
|
|
2024
Q4 | $710K | Hold |
4,780
| – | – | 0.13% | 146 |
|
|
2024
Q3 | $663K | Buy |
4,780
+2,369
| +98% | +$328K | 0.13% | 151 |
|
|
2024
Q2 | $329K | Hold |
2,411
| – | – | 0.14% | 133 |
|
|
2024
Q1 | $325K | Hold |
2,411
| – | – | 0.14% | 132 |
|
|
2023
Q4 | $309K | Hold |
2,411
| – | – | 0.15% | 131 |
|
|
2023
Q3 | $268K | Hold |
2,411
| – | – | 0.15% | 127 |
|
|
2023
Q2 | $277K | Buy |
+2,411
| New | +$277K | 0.16% | 124 |
|
|
2022
Q4 | $221K | Hold |
2,410
| – | – | 0.15% | 136 |
|
|
2022
Q3 | $209K | Hold |
2,410
| – | – | 0.16% | 126 |
|
|
2022
Q2 | $227K | Hold |
2,410
| – | – | 0.15% | 134 |
|
|
2022
Q1 | $280K | Hold |
2,410
| – | – | 0.15% | 135 |
|
|
2021
Q4 | $318K | Buy |
+2,410
| New | +$318K | 0.17% | 119 |
|