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Bartlett & Co Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Bartlett & Co Wealth 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
2018
Q2 		– Sell
-322
Closed -$8.17K – 732
2018
Q1 		$8.17K Buy
+322
New +$8.07K ﹤0.01% 628

Other funds holding FXU

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Bartlett & Co Wealth Management's FXU Position: Q2 2018 in Review

Bartlett & Co Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2018, closing a stake of 322 shares — an estimated $8.17K sold.

Bartlett & Co Wealth Management first reported a position in FXU in Q1 2018 and held it in 1 quarter. The position peaked at $8.17K in Q1 2018. 72 funds tracked by Wall St. Rank hold FXU as of Q2 2018.

  • Bartlett & Co Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 322 First Trust Utilities AlphaDEX Fund shares in Q2 2018, an estimated $8.17K.
  • Bartlett & Co Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2018 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $8.17K in Q1 2018.
  • 72 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2018, filed 13 Feb 2024.