PWAG
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Polaris Wealth Advisory Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Polaris Wealth Advisory Group’s Portfolio FXO Stock Details FXO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-551,759
Closed -$12M – 100
2014
Q1 		$12M Buy
551,759
+12,236
+2% +$267K 2.82% 15
2013
Q4 		$11.7M Buy
539,523
+33,323
+7% +$724K 2.88% 16
2013
Q3 		$10M Buy
+506,200
New +$10M 3.11% 17