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Aspen Investment Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Aspen Investment Management’s Portfolio FXO Stock Details FXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-33,165
Closed -$769K – 120
2015
Q4 		$769K Buy
+33,165
New +$782K 0.76% 38

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Aspen Investment Management's FXO Position: Q1 2016 in Review

Aspen Investment Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2016, closing a stake of 33,165 shares — an estimated $769K sold.

Aspen Investment Management first reported a position in FXO in Q4 2015 and held it in 1 quarter. The position peaked at $769K in Q4 2015. 90 funds tracked by Wall St. Rank hold FXO as of Q1 2016.

  • Aspen Investment Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Aspen Investment Management sold 33,165 First Trust Financials AlphaDEX Fund shares in Q1 2016, an estimated $769K.
  • Aspen Investment Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Aspen Investment Management's First Trust Financials AlphaDEX Fund position peaked at $769K in Q4 2015.
  • 90 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2016.

Based on Aspen Investment Management's 13F filing for Q1 2016, filed 29 Apr 2016.