WealthPLAN Partners’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
Q3
Sell
-5,118
Closed -$80K 606
2023
Q2
$80K Buy
5,118
+319
+7% +$4.99K 0.01% 429
2023
Q1
$74.5K Buy
+4,799
New +$74.5K 0.01% 486