PWS
FXU icon

Proactive Wealth Strategies’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.38M Sell
56,250
-1,203
-2% -$51K 1.13% 28
2025
Q1
$2.36M Buy
57,453
+34,964
+155% +$1.43M 1.26% 28
2024
Q4
$851K Buy
22,489
+2,325
+12% +$88K 0.44% 60
2024
Q3
$776K Buy
+20,164
New +$776K 0.43% 62