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Aviance Capital Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Aviance Capital 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
Q4 		– Sell
-366,473
Closed -$8.9M – 239
2016
Q3 		$8.9M Sell
366,473
-55,435
-13% -$1.33M 0.25% 93
2016
Q2 		$9.76M Sell
421,908
-91,290
-18% -$2.11M 0.29% 79
2016
Q1 		$11.6M Sell
513,198
-245,374
-32% -$5.27M 0.38% 65
2015
Q4 		$17.6M Buy
758,572
+93,595
+14% +$2.21M 0.58% 43
2015
Q3 		$14.9M Buy
+664,977
New +$15.7M 0.52% 51
2015
Q2 		– Sell
-295,000
Closed -$6.97M – 116
2015
Q1 		$6.97M Buy
295,000
+225,899
+327% +$5.25M 0.26% 74
2014
Q4 		$1.61M Buy
+69,101
New +$1.56M 0.06% 152

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RJFSA
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CS
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