GeoWealth 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	$399K	Sell	9,418 -36,946	-80%	-$1.57M	0.02%	462
2025 Q1	$1.9M	Buy	46,364 +26,223	+130%	+$1.08M	0.08%	148
2024 Q4	$762K	Buy	+20,141	New	+$762K	0.02%	368