HB 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 | $481K | Hold |
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|
2025
Q2 | $448K | Buy |
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|
2025
Q1 | $379K | Buy |
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|
2024
Q4 | $208K | Hold |
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|
2024
Q3 | $212K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $437K | Sell |
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|
2023
Q1 | $741K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $436K | Buy |
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|
2022
Q2 | $460K | Sell |
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|
2022
Q1 | $764K | Buy |
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