Shamrock Asset Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $6.04M | Sell |
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|
2019
Q2 | $6.43M | Sell |
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|
2019
Q1 | $6.85M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $92K | Sell |
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|
2016
Q2 | $15.3M | Sell |
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|
2016
Q1 | $17M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $21.3M | Sell |
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|
2014
Q4 | $24M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.35M | Buy |
|