Secure Asset Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Secure Asset 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
2020 Q2	–	Sell	-75,510	Closed	-$1.85M	–	155
2020 Q1	$1.85M	Sell	75,510 -5,646	-7%	-$160K	2%	13
2019 Q4	$2.37M	Buy	+81,156	New	+$2.35M	1.67%	14

Other funds holding FXU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Secure Asset Management's FXU Position: Q2 2020 in Review

Secure Asset Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2020, closing a stake of 75,510 shares — an estimated $1.85M sold.

Secure Asset Management first reported a position in FXU in Q4 2019 and held it in 2 quarters. The position peaked at $2.37M in Q4 2019. 79 funds tracked by Wall St. Rank hold FXU as of Q2 2020.

Secure Asset Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Secure Asset Management sold 75,510 First Trust Utilities AlphaDEX Fund shares in Q2 2020, an estimated $1.85M.
Secure Asset Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Secure Asset Management's First Trust Utilities AlphaDEX Fund position peaked at $2.37M in Q4 2019.
79 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2020.

Based on Secure Asset Management's 13F filing for Q2 2020, filed 14 Jul 2020.