WealthShield Partners’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $8.28K | Hold |
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|
2025
Q2 | $7.71K | Hold |
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|
2025
Q1 | $8.39K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $9.52K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $6K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Sell |
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|
2018
Q3 | $277K | Buy |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $8K | Buy |
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