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Harvest Investment Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Harvest Investment Services’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
2020
Q2 		– Sell
-10,591
Closed -$260K – 198
2020
Q1 		$260K Buy
+10,591
New +$300K 0.35% 73

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harvest Investment Services's FXU Position: Q2 2020 in Review

Harvest Investment Services sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2020, closing a stake of 10,591 shares — an estimated $260K sold.

Harvest Investment Services first reported a position in FXU in Q1 2020 and held it in 1 quarter. The position peaked at $260K in Q1 2020. 79 funds tracked by Wall St. Rank hold FXU as of Q2 2020.

  • Harvest Investment Services reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Harvest Investment Services sold 10,591 First Trust Utilities AlphaDEX Fund shares in Q2 2020, an estimated $260K.
  • Harvest Investment Services first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Harvest Investment Services's First Trust Utilities AlphaDEX Fund position peaked at $260K in Q1 2020.
  • 79 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2020.

Based on Harvest Investment Services's 13F filing for Q2 2020, filed 11 Aug 2020.