Regal Investment Advisors’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
Q2 | $370K | Hold |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $330K | Hold |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $328K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $355K | Buy |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $368K | Buy |
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|
2022
Q3 | $329K | Hold |
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|
2022
Q2 | $347K | Hold |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $351K | Buy |
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|
2021
Q3 | $318K | Buy |
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|
2021
Q2 | $321K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $379K | Hold |
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|
2019
Q3 | $384K | Sell |
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|
2019
Q2 | $373K | Hold |
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|
2019
Q1 | $367K | Hold |
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|
2018
Q4 | $348K | Buy |
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|
2018
Q3 | $213K | Sell |
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|
2018
Q2 | $329K | Sell |
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|
2018
Q1 | $455K | Sell |
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|
2017
Q4 | $469K | Sell |
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|
2017
Q3 | $717K | Buy |
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|
2017
Q2 | $674K | Sell |
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|
2017
Q1 | $691K | Buy |
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|
2016
Q4 | $647K | Sell |
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|
2016
Q3 | $1.22M | Buy |
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|
2016
Q2 | $1.14M | Buy |
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|
2016
Q1 | $890K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $15K | Hold |
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|
2014
Q4 | $16K | Hold |
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|
2014
Q3 | $15K | Sell |
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|
2014
Q2 | $1.65M | Buy |
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|
2014
Q1 | $64K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $72K | Hold |
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|
2013
Q2 | $72K | Buy |
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