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Aspire Private Capital’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Aspire Private Capital’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
2019
Q2 		– Sell
-84
Closed -$2K – 559
2019
Q1 		$2K Hold
84
– – ﹤0.01% 429
2018
Q4 		$2K Buy
+84
New +$2.35K ﹤0.01% 411

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Aspire Private Capital's FXU Position: Q2 2019 in Review

Aspire Private Capital sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2019, closing a stake of 84 shares — an estimated $2K sold.

Aspire Private Capital first reported a position in FXU in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 108 funds tracked by Wall St. Rank hold FXU as of Q2 2019.

  • Aspire Private Capital reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Aspire Private Capital sold 84 First Trust Utilities AlphaDEX Fund shares in Q2 2019, an estimated $2K.
  • Aspire Private Capital first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
  • Aspire Private Capital's First Trust Utilities AlphaDEX Fund position peaked at $2K in Q1 2019.
  • 108 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2019.

Based on Aspire Private Capital's 13F filing for Q2 2019, filed 13 Aug 2019.