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Indiana Trust & Investment Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Indiana Trust & Investment 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
2024
Q3 		– Sell
-65
Closed -$2.15K – 491
2024
Q2 		$2.15K Sell
65
-65
-50% -$2.17K ﹤0.01% 435
2024
Q1 		$4.22K Sell
130
-65
-33% -$2.01K ﹤0.01% 433
2023
Q4 		$6.18K Sell
195
-65
-25% -$1.94K ﹤0.01% 389
2023
Q3 		$7.43K Buy
+260
New +$8.11K ﹤0.01% 373

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Indiana Trust & Investment Management's FXU Position: Q3 2024 in Review

Indiana Trust & Investment Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2024, closing a stake of 65 shares — an estimated $2.15K sold.

Indiana Trust & Investment Management first reported a position in FXU in Q3 2023 and held it in 4 quarters. The position peaked at $7.43K in Q3 2023. 120 funds tracked by Wall St. Rank hold FXU as of Q3 2024.

  • Indiana Trust & Investment Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 65 First Trust Utilities AlphaDEX Fund shares in Q3 2024, an estimated $2.15K.
  • Indiana Trust & Investment Management first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2023 and held it in 4 quarters.
  • Indiana Trust & Investment Management's First Trust Utilities AlphaDEX Fund position peaked at $7.43K in Q3 2023.
  • 120 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2024.

Based on Indiana Trust & Investment Management's 13F filing for Q3 2024, filed 16 Oct 2024.