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Coppell Advisory Solutions Corp’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-354
Closed -$11.8K – 545
2022
Q4 		$11.8K Buy
+354
New +$11.5K ﹤0.01% 587

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Coppell Advisory Solutions Corp's FXU Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2023, closing a stake of 354 shares — an estimated $11.8K sold.

Coppell Advisory Solutions Corp first reported a position in FXU in Q4 2022 and held it in 1 quarter. The position peaked at $11.8K in Q4 2022. 103 funds tracked by Wall St. Rank hold FXU as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 354 First Trust Utilities AlphaDEX Fund shares in Q1 2023, an estimated $11.8K.
  • Coppell Advisory Solutions Corp first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's First Trust Utilities AlphaDEX Fund position peaked at $11.8K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.