B. Riley Wealth Management’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $83K | Sell |
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|
2019
Q4 | $258K | Buy |
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|
2016
Q1 | $259K | Hold |
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|
2015
Q4 | $254K | Sell |
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|
2015
Q3 | $453K | Sell |
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|
2015
Q2 | $1.47M | Buy |
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|
2015
Q1 | $1.1M | Buy |
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|
2014
Q4 | $78K | Sell |
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|
2014
Q3 | $727K | Sell |
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|
2014
Q2 | $1.89M | Sell |
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|
2014
Q1 | $2.8M | Buy |
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