Shamrock Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $4.95M | Sell |
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|
2018
Q2 | $5.21M | Sell |
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|
2018
Q1 | $5.29M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $18K | Sell |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $3.34M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $25.3M | Buy |
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|
2014
Q2 | $1.33M | Buy |
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|
2014
Q1 | $463K | Buy |
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|
2013
Q4 | $302K | Buy |
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