Creative Financial Designs’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 | $114K | Sell |
2,691
-258
| -9% | -$10.9K | 0.01% | 633 |
|
|
2025
Q1 | $121K | Buy |
2,949
+1,640
| +125% | +$67.3K | 0.01% | 562 |
|
|
2024
Q4 | $49.5K | Buy |
+1,309
| New | +$49.5K | ﹤0.01% | 789 |
|
|
2017
Q4 | – | Sell |
-850
| Closed | -$23K | – | 722 |
|
|
2017
Q3 | $23K | Hold |
850
| – | – | 0.01% | 309 |
|
|
2017
Q2 | $23K | Sell |
850
-200
| -19% | -$5.41K | 0.01% | 306 |
|
|
2017
Q1 | $29K | Hold |
1,050
| – | – | 0.02% | 278 |
|
|
2016
Q4 | $28K | Buy |
+1,050
| New | +$28K | 0.02% | 281 |
|