SWM
FXO icon

Segment Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-49,865
Closed -$1.56M 205
2017
Q4
$1.56M Buy
49,865
+29,220
+142% +$915K 0.38% 82
2017
Q3
$613K Buy
+20,645
New +$613K 0.16% 113