United Capital Financial 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 | $215K | Hold |
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|
2025
Q2 | $203K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $642K | Sell |
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $873K | Sell |
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|
2022
Q1 | $1.09M | Hold |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.18M | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $865K | Sell |
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|
2020
Q3 | $742K | Sell |
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|
2020
Q2 | $878K | Sell |
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|
2020
Q1 | $923K | Sell |
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|
2019
Q4 | $4.07M | Buy |
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|
2019
Q3 | $3.79M | Buy |
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|
2019
Q2 | $3.72M | Buy |
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|
2019
Q1 | $3.46M | Sell |
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|
2018
Q4 | $3.2M | Buy |
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|
2018
Q3 | $3.31M | Buy |
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|
2018
Q2 | $1.47M | Sell |
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|
2018
Q1 | $1.49M | Sell |
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|
2017
Q4 | $1.62M | Sell |
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|
2017
Q3 | $1.82M | Sell |
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|
2017
Q2 | $1.79M | Sell |
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|
2017
Q1 | $4.05M | Sell |
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|
2016
Q4 | $4.94M | Sell |
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|
2016
Q3 | $6.16M | Sell |
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|
2016
Q2 | $6.63M | Sell |
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|
2016
Q1 | $7.36M | Buy |
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|
2015
Q4 | $6.61M | Sell |
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|
2015
Q3 | $7.06M | Sell |
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|
2015
Q2 | $7.65M | Sell |
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|
2015
Q1 | $7.96M | Buy |
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