AIM
Advantage Investment Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,464
| Closed | -$148K | – | 998 |
|
|
2016
Q4 | $148K | Buy |
+5,464
| New | +$148K | 0.05% | 174 |
|
|
2016
Q1 | – | Sell |
-5,784
| Closed | -$134K | – | 874 |
|
|
2015
Q4 | $134K | Buy |
5,784
+379
| +7% | +$8.78K | 0.07% | 182 |
|
|
2015
Q3 | $121K | Buy |
+5,405
| New | +$121K | 0.07% | 177 |
|