Center for Financial Planning’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 | $35K | Hold |
825
| – | – | ﹤0.01% | 331 |
|
|
2025
Q1 | $33.8K | Hold |
825
| – | – | ﹤0.01% | 328 |
|
|
2024
Q4 | $31.2K | Hold |
825
| – | – | ﹤0.01% | 310 |
|
|
2024
Q3 | $31.7K | Hold |
825
| – | – | ﹤0.01% | 297 |
|
|
2024
Q2 | $27.3K | Hold |
825
| – | – | ﹤0.01% | 299 |
|
|
2024
Q1 | $26.8K | Hold |
825
| – | – | ﹤0.01% | 300 |
|
|
2023
Q4 | $26.1K | Hold |
825
| – | – | ﹤0.01% | 289 |
|
|
2023
Q3 | $23.6K | Buy |
+825
| New | +$23.6K | 0.01% | 291 |
|