Iams Wealth Management’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
Q1 | – | Sell |
-7,188
| Closed | -$272K | – | 163 |
|
|
2024
Q4 | $272K | Sell |
7,188
-3,183
| -31% | -$120K | 0.12% | 141 |
|
|
2024
Q3 | $399K | Buy |
10,371
+3,825
| +58% | +$147K | 0.2% | 109 |
|
|
2024
Q2 | $216K | Buy |
+6,546
| New | +$216K | 0.12% | 132 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 129 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 64 |
|