AWM
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Accel Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Accel Wealth Management’s Portfolio FXU Stock Details FXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-100
Closed -$3.3K – 429
2023
Q1 		$3.3K Buy
+100
New +$3.27K ﹤0.01% 1050

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Accel Wealth Management's FXU Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2023, closing a stake of 100 shares — an estimated $3.3K sold.

Accel Wealth Management first reported a position in FXU in Q1 2023 and held it in 1 quarter. The position peaked at $3.3K in Q1 2023. 97 funds tracked by Wall St. Rank hold FXU as of Q2 2023.

  • Accel Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 100 First Trust Utilities AlphaDEX Fund shares in Q2 2023, an estimated $3.3K.
  • Accel Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Accel Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $3.3K in Q1 2023.
  • 97 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.