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Cary Street Partners Investment Advisory’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Cary Street Partners Investment Advisory’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
2020
Q4 		– Sell
-1,597
Closed -$42K – 542
2020
Q3 		$42K Buy
+1,597
New +$42.8K 0.01% 518

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Baird Financial Group
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IAIM
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UBS Group
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Cary Street Partners Investment Advisory's FXU Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2020, closing a stake of 1,597 shares — an estimated $42K sold.

Cary Street Partners Investment Advisory first reported a position in FXU in Q3 2020 and held it in 1 quarter. The position peaked at $42K in Q3 2020. 77 funds tracked by Wall St. Rank hold FXU as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,597 First Trust Utilities AlphaDEX Fund shares in Q4 2020, an estimated $42K.
  • Cary Street Partners Investment Advisory first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's First Trust Utilities AlphaDEX Fund position peaked at $42K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.