Spire 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 | $2.79K | Hold |
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|
2025
Q2 | $2.6K | Sell |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $301K | Hold |
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|
2024
Q3 | $306K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $265K | Buy |
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|
2022
Q4 | $180K | Buy |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $550K | Sell |
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|
2021
Q3 | $703K | Buy |
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|
2021
Q2 | $705K | Buy |
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|
2021
Q1 | $671K | Buy |
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