Geneos Wealth 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 | $48.9K | Hold |
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|
2025
Q2 | $45.6K | Sell |
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|
2025
Q1 | $88.2K | Buy |
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|
2024
Q4 | $40.7K | Hold |
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|
2024
Q3 | $41.4K | Sell |
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|
2024
Q2 | $36.9K | Sell |
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|
2024
Q1 | $80.4K | Sell |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $170K | Buy |
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|
2023
Q2 | $37K | Hold |
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|
2023
Q1 | $38.2K | Hold |
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|
2022
Q4 | $38.7K | Hold |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $35K | Hold |
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|
2020
Q2 | $34K | Hold |
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|
2020
Q1 | $33K | Hold |
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|
2019
Q4 | $40K | Hold |
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|
2019
Q3 | $40K | Hold |
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|
2019
Q2 | $39K | Hold |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $36K | Buy |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $5K | Sell |
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|
2017
Q4 | $31K | Hold |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $32K | Sell |
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|
2017
Q1 | $33K | Sell |
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|
2016
Q4 | $101K | Hold |
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|
2016
Q3 | $98K | Buy |
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|
2016
Q2 | $72K | Sell |
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|
2016
Q1 | $74K | Buy |
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