NewSquare Capital LLC FXO Holdings History
NewSquare Capital LLC's First Trust Financials AlphaDEX Fund Holding Summary
As of 2025-03-31, NewSquare Capital LLC held 371,065.00 shares of First Trust Financials AlphaDEX Fund(FXO), totaling $19.67 Mil. This investment constitutes 1.6% of their stock portfolio, and NewSquare Capital LLC now holds 0.92% of the outstanding First Trust Financials AlphaDEX Fund(FXO) stock.
The initial trade took place in 2017Q3. And since then NewSquare Capital LLC has made 6 purchases of FXO, at an average price of $40.86, for a total of 921,501.00 shares. In addition, there have been 2 sales at an average price of $29.65 for 550,436.00 shares. Based on historical transaction data and FXO's current price of $57.69, NewSquare Capital LLC's estimated gain on his FXO holdings is $73,504.32, reflecting a 0.20% gain to date.
NewSquare Capital LLC FXO ($57.69) Holding Chart
NewSquare Capital LLC FXO ($57.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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