FI
FormulaFolio Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-332,096
| Closed | -$10.6M | – | 357 |
|
|
2018
Q4 | $10.6M | Hold |
332,096
| – | – | 0.47% | 36 |
|
|
2018
Q3 | $10.6M | Sell |
332,096
-69,775
| -17% | -$2.23M | 0.47% | 36 |
|
|
2018
Q2 | $12.6M | Buy |
401,871
+33,296
| +9% | +$1.04M | 0.6% | 27 |
|
|
2018
Q1 | $11.4M | Buy |
368,575
+40,833
| +12% | +$1.27M | 0.67% | 25 |
|
|
2017
Q4 | $10.3M | Buy |
+327,742
| New | +$10.3M | 0.67% | 24 |
|