IFP Advisors’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 | $520K | Buy |
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|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $261K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $225K | Sell |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $316K | Hold |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $318K | Buy |
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|
2022
Q2 | $269K | Hold |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $224K | Sell |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $248K | Hold |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $297K | Buy |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $444K | Sell |
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|
2018
Q2 | $424K | Sell |
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|
2018
Q1 | $453K | Hold |
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|
2017
Q4 | $453K | Sell |
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|
2017
Q3 | $623K | Sell |
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|
2017
Q2 | $634K | Sell |
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|
2017
Q1 | $650K | Buy |
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|
2016
Q4 | $499K | Sell |
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|
2016
Q3 | $510K | Sell |
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|
2016
Q2 | $579K | Buy |
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|
2016
Q1 | $372K | Buy |
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|
2015
Q4 | $181K | Buy |
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