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

IHT 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
2022
Q2 		– Sell
-47,146
Closed -$1.6M – 766
2022
Q1 		$1.6M Buy
+47,146
New +$1.51M 0.12% 180

Other funds holding FXU

CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
VCM
Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

IHT Wealth Management's FXU Position: Q2 2022 in Review

IHT Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2022, closing a stake of 47,146 shares — an estimated $1.6M sold.

IHT Wealth Management first reported a position in FXU in Q1 2022 and held it in 1 quarter. The position peaked at $1.6M in Q1 2022. 94 funds tracked by Wall St. Rank hold FXU as of Q2 2022.

  • IHT Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • IHT Wealth Management sold 47,146 First Trust Utilities AlphaDEX Fund shares in Q2 2022, an estimated $1.6M.
  • IHT Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • IHT Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $1.6M in Q1 2022.
  • 94 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2022.

Based on IHT Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.