WMG Financial Advisors’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $857K | Sell |
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|
2025
Q2 | $803K | Sell |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $812K | Hold |
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|
2024
Q3 | $758K | Buy |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $737K | Sell |
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $660K | Hold |
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|
2023
Q1 | $603K | Sell |
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|
2022
Q4 | $528K | Sell |
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|
2022
Q3 | $506K | Sell |
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|
2022
Q2 | $628K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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