Concurrent Investment Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Concurrent Investment Advisors’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
2025 Q2	$1.16M	Sell
2025 Q1	$1.47M	Buy
2024 Q4	$892K	Sell
2024 Q3	$913K	Buy
2024 Q2	$222K	Buy