SFI Advisors, LLC FXO Holdings History
SFI Advisors, LLC's First Trust Financials AlphaDEX Fund Holding Summary
As of 2025-03-31, SFI Advisors, LLC held 123,028.00 shares of First Trust Financials AlphaDEX Fund(FXO), totaling $6.52 Mil. This investment constitutes 4.82% of their stock portfolio, and SFI Advisors, LLC now holds 0.32% of the outstanding First Trust Financials AlphaDEX Fund(FXO) stock.
The initial trade took place in 2023Q1. And since then SFI Advisors, LLC has made 5 purchases of FXO, at an average price of $42.47, for a total of 146,569.00 shares. In addition, there have been 4 sales at an average price of $44.50 for 23,541.00 shares. Based on historical transaction data and FXO's current price of $57.69, SFI Advisors, LLC's estimated gain on his FXO holdings is $1.92 Mil, reflecting a 30.84% gain to date.
SFI Advisors, LLC FXO ($57.69) Holding Chart
SFI Advisors, 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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