Waterfront Wealth’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
2025
Q2
$208K Hold
13,735
0.05% 250
2025
Q1
$227K Sell
13,735
-900
-6% -$14.9K 0.06% 242
2024
Q4
$239K Sell
14,635
-4,570
-24% -$74.7K 0.06% 235
2024
Q3
$311K Buy
19,205
+4,300
+29% +$69.6K 0.08% 216
2024
Q2
$271K Buy
+14,905
New +$271K 0.07% 212