Harel Insurance Investments & Financial Services’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
2017
Q1
Sell
-3,500
Closed -$58K 443
2016
Q4
$58K Buy
+3,500
New +$55K 0.01% 195

Other funds holding FXN

Harel Insurance Investments & Financial Services's FXN Position: Q1 2017 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Energy AlphaDEX Fund (FXN) in Q1 2017, closing a stake of 3,500 shares — an estimated $58K sold.

Harel Insurance Investments & Financial Services first reported a position in FXN in Q4 2016 and held it in 1 quarter. The position peaked at $58K in Q4 2016. 101 funds tracked by Wall St. Rank hold FXN as of Q1 2017.

  • Harel Insurance Investments & Financial Services reported no remaining First Trust Energy AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 3,500 First Trust Energy AlphaDEX Fund shares in Q1 2017, an estimated $58K.
  • Harel Insurance Investments & Financial Services first reported a position in First Trust Energy AlphaDEX Fund in Q4 2016 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's First Trust Energy AlphaDEX Fund position peaked at $58K in Q4 2016.
  • 101 funds tracked by Wall St. Rank held First Trust Energy AlphaDEX Fund as of Q1 2017.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2017, filed 8 May 2017.