Equitable Holdings’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 | $2.51M | Buy |
59,175
+16,828
| +40% | +$713K | 0.02% | 509 |
|
|
2025
Q1 | $1.74M | Buy |
42,347
+30,830
| +268% | +$1.26M | 0.02% | 552 |
|
|
2024
Q4 | $436K | Buy |
+11,517
| New | +$436K | ﹤0.01% | 909 |
|
|
2023
Q4 | – | Sell |
-11,307
| Closed | -$323K | – | 1149 |
|
|
2023
Q3 | $323K | Sell |
11,307
-794
| -7% | -$22.7K | ﹤0.01% | 850 |
|
|
2023
Q2 | $385K | Buy |
+12,101
| New | +$385K | 0.01% | 774 |
|