Kestra Advisory Services’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 | $744K | Buy |
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|
2025
Q2 | $648K | Buy |
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|
2025
Q1 | $458K | Buy |
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|
2024
Q4 | $413K | Buy |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $360K | Buy |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $343K | Sell |
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|
2023
Q3 | $539K | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $7.98M | Buy |
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|
2022
Q4 | $7.39M | Buy |
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|
2022
Q3 | $6.15M | Buy |
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|
2022
Q2 | $853K | Buy |
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|
2022
Q1 | $570K | Buy |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $421K | Buy |
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