Kingsview Wealth Management’s First Trust Europe AlphaDEX Fund FEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-16,554
| Closed | -$687K | – | 882 |
|
|
2021
Q1 | $687K | Buy |
+16,554
| New | +$687K | 0.04% | 442 |
|
|
2019
Q2 | – | Sell |
-6,468
| Closed | -$225K | – | 427 |
|
|
2019
Q1 | $225K | Buy |
+6,468
| New | +$225K | 0.03% | 406 |
|
|
2018
Q4 | – | Sell |
-7,314
| Closed | -$280K | – | 357 |
|
|
2018
Q3 | $280K | Sell |
7,314
-2,408
| -25% | -$92.2K | 0.06% | 295 |
|
|
2018
Q2 | $373K | Sell |
9,722
-16,234
| -63% | -$623K | 0.09% | 237 |
|
|
2018
Q1 | $1.03M | Buy |
25,956
+8,353
| +47% | +$331K | 0.26% | 117 |
|
|
2017
Q4 | $688K | Buy |
+17,603
| New | +$688K | 0.25% | 130 |
|