Cetera Advisors’s First Trust Strategic High FHY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-20,347
| Closed | -$263K | – | 896 |
|
2017
Q4 | $263K | Buy |
+20,347
| New | +$263K | 0.02% | 626 |
|
2016
Q1 | – | Sell |
-11,155
| Closed | -$126K | – | 791 |
|
2015
Q4 | $126K | Buy |
+11,155
| New | +$126K | 0.01% | 662 |
|
2015
Q1 | – | Sell |
-12,516
| Closed | -$187K | – | 742 |
|
2014
Q4 | $187K | Sell |
12,516
-3,000
| -19% | -$44.8K | 0.02% | 603 |
|
2014
Q3 | $235K | Buy |
15,516
+2,516
| +19% | +$38.1K | 0.02% | 502 |
|
2014
Q2 | $211K | Sell |
13,000
-900
| -6% | -$14.6K | 0.02% | 533 |
|
2014
Q1 | $222K | Sell |
13,900
-660
| -5% | -$10.5K | 0.03% | 459 |
|
2013
Q4 | $233K | Sell |
14,560
-2,650
| -15% | -$42.4K | 0.03% | 429 |
|
2013
Q3 | $275K | Buy |
+17,210
| New | +$275K | 0.05% | 348 |
|