TRUEWEALTH ADVISORS, LLC – First Trust Financials AlphaDEX Fund Transaction History
TRUEWEALTH ADVISORS, LLC portfolio value:
$3.81M
portfolio value
TRUEWEALTH ADVISORS, LLC quarter portfolio value change:
-5.25%
quarter
First Trust Financials AlphaDEX Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.61% | 5.50K shares | 3K | $36.81 | 103.54K |
| Q2 2022 | share | Increase | +23.39% | 18.58K shares | 132K | $38.85 | 98.04K |
| Q1 2022 | share | Increase | +7.65% | 6.07K shares | -22K | $45.91 | 85.53K |
| Q4 2021 | share | Increase | +10.32% | 7.43K shares | 490K | $46.31 | 79.45K |
| Q3 2021 | share | Increase | +19.39% | 11.7K shares | 552K | $44.25 | 72.02K |
| Q2 2021 | share | Increase | 0.00% | 60.32K shares | 2.63M | $43.45 | 60.32K |