Rockefeller Capital 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 | $2.61M | Buy |
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|
2025
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.39M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $120K | Buy |
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|
2022
Q3 | $107K | Hold |
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|
2022
Q2 | $113K | Sell |
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|
2022
Q1 | $120K | Sell |
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|
2021
Q4 | $121K | Buy |
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|
2021
Q3 | $101K | Sell |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $440K | Sell |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $518K | Buy |
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|
2020
Q1 | $53K | Buy |
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|
2019
Q4 | $57K | Buy |
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