SeaCrest Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

SeaCrest Wealth Management’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,602	Closed	-$84K	–	950
2022 Q2	$84K	Buy	+2,602	New	+$87.4K	0.01%	923
2019 Q2	–	Sell	-2,602	Closed	-$74K	–	1005
2019 Q1	$74K	Hold	2,602	–	–	0.01%	803
2018 Q4	$70K	Hold	2,602	–	–	0.01%	788
2018 Q3	$72K	Hold	2,602	–	–	0.01%	870
2018 Q2	$68K	Hold	2,602	–	–	0.01%	859
2018 Q1	$66K	Sell	2,602 -1,477	-36%	-$37K	0.01%	843
2017 Q4	$106K	Buy	+4,079	New	+$111K	0.02%	695

Other funds holding FXU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VCM

Virtue Capital Management Brentwood, Tennessee $657M AUM 24.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SeaCrest Wealth Management's FXU Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2022, closing a stake of 2,602 shares — an estimated $84K sold.

SeaCrest Wealth Management first reported a position in FXU in Q4 2017 and held it in 7 quarters. The position peaked at $106K in Q4 2017. 108 funds tracked by Wall St. Rank hold FXU as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,602 First Trust Utilities AlphaDEX Fund shares in Q3 2022, an estimated $84K.
SeaCrest Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $106K in Q4 2017.
108 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.