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Baystate Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Baystate 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
2023
Q1 		– Sell
-120
Closed -$4K – 1046
2022
Q4 		$4K Buy
+120
New +$3.9K ﹤0.01% 706

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Baystate Wealth Management's FXU Position: Q1 2023 in Review

Baystate Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2023, closing a stake of 120 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in FXU in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 103 funds tracked by Wall St. Rank hold FXU as of Q1 2023.

  • Baystate Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 120 First Trust Utilities AlphaDEX Fund shares in Q1 2023, an estimated $4K.
  • Baystate Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $4K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.