Summit Financial Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q3
Sell
-4,800
Closed -$113K 232
2015
Q2
$113K Hold
4,800
0.07% 99
2015
Q1
$114K Sell
4,800
-3,400
-41% -$80.8K 0.08% 84
2014
Q4
$191K Buy
+8,200
New +$191K 0.13% 71