Focus Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,433
| Closed | -$211K | – | 597 |
|
|
2023
Q1 | $211K | Hold |
6,433
| – | – | 0.01% | 527 |
|
|
2022
Q4 | $214K | Buy |
+6,433
| New | +$214K | 0.02% | 444 |
|
|
2020
Q1 | – | Sell |
-7,464
| Closed | -$218K | – | 384 |
|
|
2019
Q4 | $218K | Hold |
7,464
| – | – | 0.03% | 380 |
|
|
2019
Q3 | $221K | Hold |
7,464
| – | – | 0.03% | 355 |
|
|
2019
Q2 | $214K | Hold |
7,464
| – | – | 0.03% | 346 |
|
|
2019
Q1 | $211K | Buy |
+7,464
| New | +$211K | 0.03% | 344 |
|