Freedom Investment Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-15,109
| Closed | -$338K | – | 848 |
|
|
2015
Q4 | $338K | Buy |
15,109
+5,848
| +63% | +$131K | 0.03% | 519 |
|
|
2015
Q3 | $227K | Sell |
9,261
-10,572
| -53% | -$259K | 0.02% | 578 |
|
|
2015
Q2 | $436K | Buy |
19,833
+1,557
| +9% | +$34.2K | 0.04% | 379 |
|
|
2015
Q1 | $432K | Buy |
18,276
+8,468
| +86% | +$200K | 0.05% | 357 |
|
|
2014
Q4 | $244K | Buy |
+9,808
| New | +$244K | 0.03% | 491 |
|