MSI 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $23.5M | Sell |
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|
2016
Q3 | $24.4M | Sell |
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|
2016
Q2 | $24M | Buy |
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|
2016
Q1 | $3.14M | Buy |
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|
2015
Q4 | $320K | Buy |
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|
2015
Q3 | $175K | Buy |
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|
2015
Q2 | $164K | Buy |
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|
2015
Q1 | $152K | Buy |
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|
2014
Q4 | $115K | Buy |
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|
2014
Q3 | $18K | Hold |
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|
2014
Q2 | $20K | Buy |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $9K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $4K | Buy |
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