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

Institute for 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
2020
Q1 		– Sell
-4
Closed – – 489
2019
Q4 		$0 Buy
+4
New +$116 ﹤0.01% 689

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institute for Wealth Management's FXU Position: Q1 2020 in Review

Institute for Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2020, closing a stake of 4 shares.

Institute for Wealth Management first reported a position in FXU in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 94 funds tracked by Wall St. Rank hold FXU as of Q1 2020.

  • Institute for Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 4 First Trust Utilities AlphaDEX Fund shares in Q1 2020.
  • Institute for Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $0 in Q4 2019.
  • 94 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.