Claro Advisors’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 | $397K | Buy |
9,359
+418
| +5% | +$17.7K | 0.07% | 242 |
|
|
2025
Q1 | $367K | Buy |
+8,941
| New | +$367K | 0.05% | 339 |
|
|
2019
Q4 | – | Sell |
-7,088
| Closed | -$210K | – | 176 |
|
|
2019
Q3 | $210K | Buy |
+7,088
| New | +$210K | 0.19% | 151 |
|
|
2019
Q1 | – | Sell |
-300
| Closed | -$8K | – | 450 |
|
|
2018
Q4 | $8K | Buy |
+300
| New | +$8K | 0.01% | 710 |
|