Financial Advocates Investment Management’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 | $546K | Buy |
12,877
+77
| +0.6% | +$3.26K | 0.04% | 338 |
|
|
2025
Q1 | $525K | Sell |
12,800
-353
| -3% | -$14.5K | 0.04% | 413 |
|
|
2024
Q4 | $498K | Buy |
13,153
+1,825
| +16% | +$69K | 0.03% | 448 |
|
|
2024
Q3 | $436K | Buy |
11,328
+1,095
| +11% | +$42.1K | 0.02% | 497 |
|
|
2024
Q2 | $338K | Buy |
10,233
+501
| +5% | +$16.6K | 0.02% | 549 |
|
|
2024
Q1 | $316K | Buy |
+9,732
| New | +$316K | 0.02% | 570 |
|
|
2018
Q4 | – | Sell |
-7,832
| Closed | -$216K | – | 456 |
|
|
2018
Q3 | $216K | Sell |
7,832
-3,958
| -34% | -$109K | 0.02% | 464 |
|
|
2018
Q2 | $310K | Buy |
11,790
+3,610
| +44% | +$94.9K | 0.04% | 359 |
|
|
2018
Q1 | $207K | Sell |
8,180
-6,552
| -44% | -$166K | 0.03% | 453 |
|
|
2017
Q4 | $383K | Buy |
+14,732
| New | +$383K | 0.05% | 305 |
|