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Kore Private Wealth’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Kore Private Wealth’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
Q2 		– Sell
-3,397
Closed -$83K – 1189
2020
Q1 		$83K Buy
+3,397
New +$96.3K 0.02% 338

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kore Private Wealth's FXU Position: Q2 2020 in Review

Kore Private Wealth sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2020, closing a stake of 3,397 shares — an estimated $83K sold.

Kore Private Wealth first reported a position in FXU in Q1 2020 and held it in 1 quarter. The position peaked at $83K in Q1 2020. 79 funds tracked by Wall St. Rank hold FXU as of Q2 2020.

  • Kore Private Wealth reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Kore Private Wealth sold 3,397 First Trust Utilities AlphaDEX Fund shares in Q2 2020, an estimated $83K.
  • Kore Private Wealth first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Kore Private Wealth's First Trust Utilities AlphaDEX Fund position peaked at $83K in Q1 2020.
  • 79 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2020.

Based on Kore Private Wealth's 13F filing for Q2 2020, filed 14 Aug 2020.