Walkner Condon Financial Advisors’s First Trust Energy AlphaDEX Fund FXN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,984
Closed -$233K 243
2023
Q1
$233K Buy
14,984
+3,439
+30% +$53.4K 0.07% 208
2022
Q4
$197K Buy
+11,545
New +$197K 0.06% 225