Financial Advocates Investment Management’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 | – | Sell |
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|
2025
Q2 | $546K | Buy |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $498K | Buy |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $216K | Sell |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $207K | Sell |
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|
2017
Q4 | $383K | Buy |
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