Gradient Investments’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Gradient Investments’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-105	Closed	-$3.47K	–	693
2024 Q2	$3.47K	Hold	105	–	–	﹤0.01%	908
2024 Q1	$3.41K	Sell	105 -110	-51%	-$3.4K	﹤0.01%	778
2023 Q4	$6.81K	Hold	215	–	–	﹤0.01%	914
2023 Q3	$6.14K	Hold	215	–	–	﹤0.01%	904
2023 Q2	$6.83K	Hold	215	–	–	﹤0.01%	884
2023 Q1	$7.06K	Buy	215 +110	+105%	+$3.59K	﹤0.01%	884
2022 Q4	$3.49K	Hold	105	–	–	﹤0.01%	997
2022 Q3	$3K	Hold	105	–	–	﹤0.01%	1055
2022 Q2	$3K	Hold	105	–	–	﹤0.01%	982
2022 Q1	$4K	Hold	105	–	–	﹤0.01%	924
2021 Q4	$3K	Hold	105	–	–	﹤0.01%	1017
2021 Q3	$3K	Hold	105	–	–	﹤0.01%	953
2021 Q2	$3K	Hold	105	–	–	﹤0.01%	945
2021 Q1	$3K	Buy	+105	New	+$2.98K	﹤0.01%	958
2013 Q3	–	Sell	-51	Closed	-$1K	–	534
2013 Q2	$1K	Buy	+51	New	+$1.01K	﹤0.01%	411

Other funds holding FXU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Gradient Investments's FXU Position: Q3 2024 in Review

Gradient Investments sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2024, closing a stake of 105 shares — an estimated $3.47K sold.

Gradient Investments first reported a position in FXU in Q2 2013 and held it in 15 quarters. The position peaked at $7.06K in Q1 2023. 120 funds tracked by Wall St. Rank hold FXU as of Q3 2024.

Gradient Investments reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 105 First Trust Utilities AlphaDEX Fund shares in Q3 2024, an estimated $3.47K.
Gradient Investments first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2013 and held it in 15 quarters.
Gradient Investments's First Trust Utilities AlphaDEX Fund position peaked at $7.06K in Q1 2023.
120 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.