Security National Trust’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
2020
Q2
Sell
-747
Closed -$18K 439
2020
Q1
$18K Hold
747
0.01% 317
2019
Q4
$22K Buy
+747
New +$21.7K 0.01% 317

Other funds holding FXU

Security National Trust's FXU Position: Q2 2020 in Review

Security National Trust sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2020, closing a stake of 747 shares — an estimated $18K sold.

Security National Trust first reported a position in FXU in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q4 2019. 79 funds tracked by Wall St. Rank hold FXU as of Q2 2020.

  • Security National Trust reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Security National Trust sold 747 First Trust Utilities AlphaDEX Fund shares in Q2 2020, an estimated $18K.
  • Security National Trust first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Security National Trust's First Trust Utilities AlphaDEX Fund position peaked at $22K in Q4 2019.
  • 79 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2020.

Based on Security National Trust's 13F filing for Q2 2020, filed 13 Aug 2020.