Concurrent Investment 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	$1.16M	Sell	27,486 -8,360	-23%	-$354K	0.02%	556
2025 Q1	$1.47M	Buy	35,846 +12,263	+52%	+$503K	0.04%	437
2024 Q4	$892K	Sell	23,583 -144	-0.6%	-$5.45K	0.02%	518
2024 Q3	$913K	Buy	23,727 +17,022	+254%	+$655K	0.03%	483
2024 Q2	$222K	Buy	+6,705	New	+$222K	0.01%	830