J.W. Cole 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 | $1.26M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $564K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $292K | Buy |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.02M | Buy |
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|
2022
Q2 | $224K | Buy |
|