Atria Investments’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+5,763
| New | +$244K | ﹤0.01% | 1813 |
|
|
2017
Q3 | – | Sell |
-13,884
| Closed | -$377K | – | 807 |
|
|
2017
Q2 | $377K | Sell |
13,884
-1,858
| -12% | -$50.5K | 0.02% | 495 |
|
|
2017
Q1 | $431K | Buy |
15,742
+6,235
| +66% | +$171K | 0.03% | 424 |
|
|
2016
Q4 | $254K | Sell |
9,507
-4,770
| -33% | -$127K | 0.02% | 526 |
|
|
2016
Q3 | $370K | Sell |
14,277
-2,253
| -14% | -$58.4K | 0.03% | 360 |
|
|
2016
Q2 | $443K | Sell |
16,530
-29,606
| -64% | -$793K | 0.05% | 292 |
|
|
2016
Q1 | $1.2M | Buy |
+46,136
| New | +$1.2M | 0.14% | 118 |
|