DHJJ Financial 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 | $1.19K | Hold |
28
| – | – | ﹤0.01% | 721 |
|
|
2025
Q1 | $1.14K | Hold |
28
| – | – | ﹤0.01% | 680 |
|
|
2024
Q4 | $1.05K | Hold |
28
| – | – | ﹤0.01% | 654 |
|
|
2024
Q3 | $1.06K | Buy |
28
+1
| +4% | +$38 | ﹤0.01% | 636 |
|
|
2024
Q2 | $904 | Hold |
27
| – | – | ﹤0.01% | 607 |
|
|
2024
Q1 | $882 | Hold |
27
| – | – | ﹤0.01% | 593 |
|
|
2023
Q4 | $856 | Buy |
27
+6
| +29% | +$190 | ﹤0.01% | 583 |
|
|
2023
Q3 | $600 | Buy |
+21
| New | +$600 | ﹤0.01% | 606 |
|