Cottonwood Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Buy |
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|
2025
Q2 | $421K | Sell |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $378K | Sell |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $415K | Sell |
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|
2024
Q1 | $415K | Sell |
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|
2023
Q4 | $457K | Sell |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $508K | Sell |
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|
2023
Q1 | $535K | Sell |
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|
2022
Q4 | $548K | Sell |
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|
2022
Q3 | $532K | Sell |
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|
2022
Q2 | $587K | Buy |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $619K | Buy |
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