Global Retirement Partners’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 | $52.9K | Buy |
+1,248
| New | +$52.9K | ﹤0.01% | 1740 |
|
|
2024
Q4 | $22.7K | Buy |
600
+250
| +71% | +$9.46K | ﹤0.01% | 2022 |
|
|
2024
Q3 | $13.5K | Hold |
350
| – | – | ﹤0.01% | 2166 |
|
|
2024
Q2 | $11.6K | Hold |
350
| – | – | ﹤0.01% | 2250 |
|
|
2024
Q1 | $11.4K | Hold |
350
| – | – | ﹤0.01% | 2069 |
|
|
2023
Q4 | $10.8K | Buy |
+350
| New | +$10.8K | ﹤0.01% | 2045 |
|
|
2020
Q1 | – | Sell |
-2
| Closed | – | – | 1619 |
|
|
2019
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1653 |
|
|
2019
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1628 |
|
|
2019
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1638 |
|