Fulcrum Equity 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 | $930K | Buy |
+21,953
| New | +$930K | 0.96% | 26 |
|
|
2020
Q4 | – | Sell |
-9,635
| Closed | -$255K | – | 159 |
|
|
2020
Q3 | $255K | Sell |
9,635
-20,894
| -68% | -$553K | 0.12% | 128 |
|
|
2020
Q2 | $787K | Buy |
+30,529
| New | +$787K | 0.37% | 53 |
|
|
2020
Q1 | – | Sell |
-53,750
| Closed | -$1.57M | – | 63 |
|
|
2019
Q4 | $1.57M | Buy |
53,750
+53,707
| +124,900% | +$1.57M | 0.82% | 21 |
|
|
2019
Q3 | $1K | Sell |
43
-32,097
| -100% | -$746K | ﹤0.01% | 223 |
|
|
2019
Q2 | $906K | Buy |
32,140
+1,775
| +6% | +$50K | 0.43% | 24 |
|
|
2019
Q1 | $859K | Buy |
+30,365
| New | +$859K | 0.3% | 14 |
|