Atria Wealth Solutions’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 | – | Sell |
-6,042
| Closed | -$248K | – | 1622 |
|
|
2025
Q1 | $248K | Buy |
+6,042
| New | +$248K | ﹤0.01% | 1589 |
|
|
2024
Q4 | – | Sell |
-5,931
| Closed | -$228K | – | 1989 |
|
|
2024
Q3 | $228K | Buy |
+5,931
| New | +$228K | ﹤0.01% | 1677 |
|
|
2024
Q1 | – | Sell |
-10,998
| Closed | -$348K | – | 1985 |
|
|
2023
Q4 | $348K | Sell |
10,998
-229
| -2% | -$7.26K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $321K | Buy |
11,227
+279
| +3% | +$7.97K | ﹤0.01% | 1367 |
|
|
2023
Q2 | $348K | Sell |
10,948
-465
| -4% | -$14.8K | ﹤0.01% | 1348 |
|
|
2023
Q1 | $375K | Buy |
11,413
+1,281
| +13% | +$42K | 0.01% | 1294 |
|
|
2022
Q4 | $336K | Buy |
+10,132
| New | +$336K | 0.01% | 1289 |
|