Kestra Private Wealth Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
+12,586
| New | +$533K | 0.01% | 1001 |
|
|
2024
Q3 | – | Sell |
-13,790
| Closed | -$456K | – | 1406 |
|
|
2024
Q2 | $456K | Buy |
+13,790
| New | +$456K | 0.01% | 867 |
|
|
2023
Q2 | – | Sell |
-6,153
| Closed | -$202K | – | 1105 |
|
|
2023
Q1 | $202K | Buy |
6,153
+105
| +2% | +$3.45K | 0.01% | 933 |
|
|
2022
Q4 | $201K | Buy |
+6,048
| New | +$201K | 0.01% | 806 |
|