Meridian Wealth Management’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 | $469K | Hold |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $427K | Hold |
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|
2024
Q4 | $394K | Sell |
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|
2024
Q3 | $410K | Hold |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $405K | Hold |
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|
2022
Q4 | $409K | Hold |
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|
2022
Q3 | $377K | Hold |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $419K | Hold |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $353K | Hold |
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|
2020
Q4 | $336K | Buy |
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