Wealth Management Associates’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 | $231K | Buy |
+1,468
| New | +$231K | 0.09% | 195 |
|
2025
Q1 | – | Sell |
-1,453
| Closed | -$216K | – | 214 |
|
2024
Q4 | $216K | Sell |
1,453
-82
| -5% | -$12.2K | 0.09% | 192 |
|
2024
Q3 | $213K | Sell |
1,535
-73
| -5% | -$10.1K | 0.09% | 189 |
|
2024
Q2 | $219K | Hold |
1,608
| – | – | 0.1% | 181 |
|
2024
Q1 | $219K | Buy |
+1,608
| New | +$219K | 0.1% | 181 |
|