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One Plus One Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

One Plus One Wealth Management’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
2024
Q2 		– Sell
-159,783
Closed -$5.19M – 96
2024
Q1 		$5.19M Sell
159,783
-15,380
-9% -$475K 2.97% 10
2023
Q4 		$5.55M Buy
175,163
+14,945
+9% +$445K 3.38% 8
2023
Q3 		$4.58M Buy
+160,218
New +$5M 2.98% 6

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CAG
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HI
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PCH
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Wells Fargo
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RJFSA
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UBS Group
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