ROI Financial Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
6,559
-205
| -3% | -$8.69K | 0.18% | 57 |
|
|
2025
Q1 | $277K | Sell |
6,764
-628
| -8% | -$25.8K | 0.2% | 54 |
|
|
2024
Q4 | $280K | Buy |
7,392
+29
| +0.4% | +$1.1K | 0.19% | 54 |
|
|
2024
Q3 | $283K | Buy |
7,363
+28
| +0.4% | +$1.08K | 0.2% | 53 |
|
|
2024
Q2 | $243K | Buy |
7,335
+27
| +0.4% | +$893 | 0.18% | 52 |
|
|
2024
Q1 | $237K | Buy |
7,308
+103
| +1% | +$3.34K | 0.19% | 54 |
|
|
2023
Q4 | $228K | Buy |
+7,205
| New | +$228K | 0.19% | 59 |
|