AE Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $38.6K | Hold |
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|
2025
Q2 | $36K | Hold |
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|
2025
Q1 | $34.9K | Sell |
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|
2024
Q4 | $56.4K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $297K | Sell |
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|
2022
Q4 | $3.26M | Sell |
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|
2022
Q3 | $9.78M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.27M | Buy |
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|
2019
Q2 | $247K | Buy |
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