Concorde Asset Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.51M | Sell |
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|
2023
Q2 | $2.87M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.7M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $203K | Sell |
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|
2016
Q2 | $223K | Sell |
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|
2016
Q1 | $222K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $289K | Sell |
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|
2014
Q4 | $749K | Buy |
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