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Anchor Investment Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Anchor Investment 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
2022
Q1 		– Sell
-1,236
Closed -$40.4K – 1021
2021
Q4 		$40.4K Buy
+1,236
New +$38.4K 0.01% 595

Other funds holding FXU

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Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Anchor Investment Management's FXU Position: Q1 2022 in Review

Anchor Investment Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2022, closing a stake of 1,236 shares — an estimated $40.4K sold.

Anchor Investment Management first reported a position in FXU in Q4 2021 and held it in 1 quarter. The position peaked at $40.4K in Q4 2021. 80 funds tracked by Wall St. Rank hold FXU as of Q1 2022.

  • Anchor Investment Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Anchor Investment Management sold 1,236 First Trust Utilities AlphaDEX Fund shares in Q1 2022, an estimated $40.4K.
  • Anchor Investment Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Anchor Investment Management's First Trust Utilities AlphaDEX Fund position peaked at $40.4K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2022.

Based on Anchor Investment Management's 13F filing for Q1 2022, filed 2 Jan 2024.