Schrum Private Wealth 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 | $382K | Hold |
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|
2025
Q2 | $356K | Hold |
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|
2025
Q1 | $345K | Hold |
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|
2024
Q4 | $318K | Sell |
|
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|
2024
Q3 | $590K | Buy |
|
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|
2024
Q2 | $278K | Hold |
|
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|
2024
Q1 | $273K | Buy |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $276K | Hold |
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|
2022
Q4 | $279K | Hold |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $275K | Buy |
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