McKinley Carter Wealth Services’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
2015
Q4
Sell
-120,530
Closed -$1.74M 118
2015
Q3
$1.74M Buy
120,530
+8,798
+8% +$127K 1.08% 34
2015
Q2
$2.23M Buy
111,732
+5,093
+5% +$102K 1.21% 17
2015
Q1
$2.25M Buy
106,639
+13,816
+15% +$292K 1.45% 14
2014
Q4
$1.94M Buy
+92,823
New +$1.94M 1.52% 18