Founders Financial Securities’s First Trust Energy AlphaDEX Fund FXN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-28,586
| Closed | -$188K | – | 180 |
|
2020
Q2 | $188K | Buy |
+28,586
| New | +$188K | 0.06% | 160 |
|
2017
Q1 | – | Sell |
-42,524
| Closed | -$702K | – | 101 |
|
2016
Q4 | $702K | Sell |
42,524
-3,465
| -8% | -$57.2K | 0.29% | 42 |
|
2016
Q3 | $709K | Sell |
45,989
-1,813
| -4% | -$28K | 0.3% | 53 |
|
2016
Q2 | $712K | Buy |
47,802
+4,992
| +12% | +$74.4K | 0.33% | 49 |
|
2016
Q1 | $604K | Buy |
+42,810
| New | +$604K | 0.28% | 48 |
|