Belpointe Asset Management’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 | $211K | Sell |
4,989
-470
| -9% | -$19.9K | 0.01% | 860 |
|
|
2025
Q1 | $224K | Buy |
+5,459
| New | +$224K | 0.01% | 825 |
|
|
2024
Q1 | – | Sell |
-6,647
| Closed | -$211K | – | 807 |
|
|
2023
Q4 | $211K | Buy |
+6,647
| New | +$211K | 0.02% | 649 |
|
|
2023
Q2 | – | Sell |
-6,609
| Closed | -$217K | – | 1608 |
|
|
2023
Q1 | $217K | Buy |
6,609
+2,871
| +77% | +$94.2K | 0.01% | 895 |
|
|
2022
Q4 | $124K | Buy |
+3,738
| New | +$124K | 0.01% | 1124 |
|