WMG Financial Advisors’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 | $281K | Hold |
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|
2025
Q2 | $265K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $256K | Hold |
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|
2024
Q3 | $242K | Hold |
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|
2024
Q2 | $219K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.1M | Buy |
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|
2022
Q3 | $879K | Sell |
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|
2022
Q2 | $982K | Buy |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $225K | Buy |
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