Arete Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,189
| Closed | -$221K | – | 426 |
|
|
2021
Q2 | $221K | Buy |
+5,189
| New | +$221K | 0.03% | 317 |
|
|
2017
Q1 | – | Sell |
-13,317
| Closed | -$360K | – | 201 |
|
|
2016
Q4 | $360K | Buy |
+13,317
| New | +$360K | 0.17% | 116 |
|
|
2015
Q3 | – | Sell |
-38,551
| Closed | -$915K | – | 133 |
|
|
2015
Q2 | $915K | Buy |
+38,551
| New | +$915K | 0.62% | 36 |
|