IWM
FXU icon

Iams Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Iams Wealth Management’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
2025
Q1 		– Sell
-7,188
Closed -$272K – 163
2024
Q4 		$272K Sell
7,188
-3,183
-31% -$123K 0.12% 142
2024
Q3 		$399K Buy
10,371
+3,825
+58% +$136K 0.2% 109
2024
Q2 		$216K Buy
+6,546
New +$218K 0.12% 132

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Iams Wealth Management's FXU Position: Q1 2025 in Review

Iams Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2025, closing a stake of 7,188 shares — an estimated $272K sold.

Iams Wealth Management first reported a position in FXU in Q2 2024 and held it in 3 quarters. The position peaked at $399K in Q3 2024. 168 funds tracked by Wall St. Rank hold FXU as of Q1 2025.

  • Iams Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Iams Wealth Management sold 7,188 First Trust Utilities AlphaDEX Fund shares in Q1 2025, an estimated $272K.
  • Iams Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2024 and held it in 3 quarters.
  • Iams Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $399K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2025.

Based on Iams Wealth Management's 13F filing for Q1 2025, filed 10 Apr 2025.