Vishria Bird Financial Group’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
Q2 | $811K | Hold |
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|
2025
Q1 | $767K | Hold |
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|
2024
Q4 | $784K | Sell |
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|
2024
Q3 | $742K | Hold |
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|
2024
Q2 | $672K | Hold |
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|
2024
Q1 | $690K | Hold |
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|
2023
Q4 | $628K | Hold |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $547K | Hold |
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|
2023
Q1 | $542K | Sell |
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|
2022
Q4 | $627K | Sell |
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|
2022
Q3 | $565K | Sell |
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|
2022
Q2 | $598K | Hold |
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|
2022
Q1 | $706K | Hold |
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|
2021
Q4 | $712K | Sell |
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|
2021
Q3 | $685K | Sell |
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|
2021
Q2 | $696K | Sell |
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|
2021
Q1 | $669K | Sell |
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|
2020
Q4 | $591K | Sell |
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|
2020
Q3 | $470K | Buy |
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|
2020
Q2 | $469K | Sell |
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|
2020
Q1 | $415K | Sell |
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|
2019
Q4 | $6.25M | Buy |
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|
2019
Q3 | $740K | Buy |
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|
2019
Q2 | $736K | Buy |
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|
2019
Q1 | $693K | Sell |
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|
2018
Q4 | $1M | Sell |
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|
2018
Q3 | $1.2M | Sell |
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|
2018
Q2 | $1.19M | Buy |
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