Core Wealth Partners’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 | $278K | Hold |
6,560
| – | – | 0.14% | 127 |
|
|
2025
Q1 | $269K | Sell |
6,560
-15
| -0.2% | -$615 | 0.16% | 131 |
|
|
2024
Q4 | $249K | Hold |
6,575
| – | – | 0.14% | 142 |
|
|
2024
Q3 | $253K | Sell |
6,575
-80
| -1% | -$3.08K | 0.15% | 134 |
|
|
2024
Q2 | $220K | Sell |
6,655
-75
| -1% | -$2.48K | 0.15% | 133 |
|
|
2024
Q1 | $218K | Buy |
+6,730
| New | +$218K | 0.17% | 126 |
|