Elevation 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
$58.3K Sell
1,376
-706
-34% -$29.9K 0.02% 218
2025
Q1
$85.4K Hold
2,082
0.04% 184
2024
Q4
$78.8K Buy
+2,082
New +$78.8K 0.03% 188