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Horizon Financial Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Horizon Financial 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
2021
Q1 		– Sell
-40
Closed -$1K – 127
2020
Q4 		$1K Hold
40
– – ﹤0.01% 92
2020
Q3 		$1K Buy
+40
New +$1.07K ﹤0.01% 88

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Horizon Financial Services's FXU Position: Q1 2021 in Review

Horizon Financial Services sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2021, closing a stake of 40 shares — an estimated $1K sold.

Horizon Financial Services first reported a position in FXU in Q3 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 74 funds tracked by Wall St. Rank hold FXU as of Q1 2021.

  • Horizon Financial Services reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Horizon Financial Services sold 40 First Trust Utilities AlphaDEX Fund shares in Q1 2021, an estimated $1K.
  • Horizon Financial Services first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2020 and held it in 2 quarters.
  • Horizon Financial Services's First Trust Utilities AlphaDEX Fund position peaked at $1K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2021.

Based on Horizon Financial Services's 13F filing for Q1 2021, filed 21 Apr 2021.