HBW Advisory Services’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 | $369K | Sell |
8,696
-5,432
| -38% | -$230K | 0.05% | 278 |
|
|
2025
Q1 | $579K | Sell |
14,128
-1,973
| -12% | -$80.9K | 0.08% | 191 |
|
|
2024
Q4 | $609K | Sell |
16,101
-730
| -4% | -$27.6K | 0.06% | 182 |
|
|
2024
Q3 | $648K | Buy |
+16,831
| New | +$648K | 0.09% | 175 |
|
|
2023
Q1 | – | Sell |
-20,503
| Closed | -$681K | – | 271 |
|
|
2022
Q4 | $681K | Buy |
20,503
+9,728
| +90% | +$323K | 0.18% | 139 |
|
|
2022
Q3 | $329K | Buy |
+10,775
| New | +$329K | 0.09% | 177 |
|