William Blair & Company’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $617K | Buy |
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|
2025
Q2 | $566K | Hold |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $590K | Hold |
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|
2024
Q3 | $557K | Hold |
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|
2024
Q2 | $504K | Hold |
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|
2024
Q1 | $518K | Hold |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $413K | Buy |
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|
2022
Q2 | $392K | Hold |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $467K | Hold |
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|
2021
Q3 | $447K | Hold |
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|
2021
Q2 | $441K | Hold |
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|
2021
Q1 | $420K | Buy |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Sell |
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|
2020
Q2 | $238K | Buy |
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|
2020
Q1 | $19K | Buy |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $102K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $19K | Hold |
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|
2018
Q1 | $19K | Buy |
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