Kingswood Wealth Advisors’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	$667K	Buy	15,739 +4,086	+35%	+$173K	0.05%	346
2025 Q1	$478K	Sell	11,653 -5,343	-31%	-$219K	0.04%	407
2024 Q4	$643K	Sell	16,996 -10,150	-37%	-$384K	0.05%	369
2024 Q3	$1.04M	Buy	+27,146	New	+$1.04M	0.07%	283