Rehmann Capital Advisory Group’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 | $562K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $496K | Buy |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $1.28M | Sell |
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|
2022
Q4 | $3.27M | Buy |
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|
2022
Q3 | $2.86M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $603K | Buy |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $297K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $559K | Buy |
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|
2019
Q1 | $487K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $34.5K | Buy |
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|
2018
Q2 | $32.6K | Buy |
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|
2018
Q1 | $31K | Buy |
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