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Semmax Financial Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Semmax Financial Advisors’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
2024
Q1 		– Sell
-121
Closed -$3.59K – 420
2023
Q4 		$3.59K Buy
+121
New +$3.61K ﹤0.01% 273

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Semmax Financial Advisors's FXU Position: Q1 2024 in Review

Semmax Financial Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2024, closing a stake of 121 shares — an estimated $3.59K sold.

Semmax Financial Advisors first reported a position in FXU in Q4 2023 and held it in 1 quarter. The position peaked at $3.59K in Q4 2023. 103 funds tracked by Wall St. Rank hold FXU as of Q1 2024.

  • Semmax Financial Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Semmax Financial Advisors sold 121 First Trust Utilities AlphaDEX Fund shares in Q1 2024, an estimated $3.59K.
  • Semmax Financial Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Semmax Financial Advisors's First Trust Utilities AlphaDEX Fund position peaked at $3.59K in Q4 2023.
  • 103 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2024.

Based on Semmax Financial Advisors's 13F filing for Q1 2024, filed 16 May 2024.