Steward Partners Investment Advisory’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 | $245K | Buy |
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|
2025
Q2 | $65.1K | Buy |
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|
2025
Q1 | $60K | Buy |
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|
2024
Q4 | $51.1K | Sell |
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|
2024
Q3 | $56.1K | Sell |
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|
2024
Q2 | $48.2K | Sell |
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|
2024
Q1 | $55.9K | Buy |
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|
2023
Q4 | $54.1K | Hold |
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|
2023
Q3 | $48.8K | Buy |
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|
2023
Q2 | $43.3K | Buy |
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|
2023
Q1 | $43.3K | Sell |
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|
2022
Q4 | $44.4K | Sell |
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|
2022
Q3 | $41K | Buy |
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|
2022
Q2 | $41K | Buy |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q4 | $34K | Buy |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $26K | Buy |
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|
2021
Q1 | $24.5K | Hold |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $107K | Sell |
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|
2020
Q1 | $115K | Buy |
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|
2019
Q4 | $128K | Sell |
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|
2019
Q3 | $509K | Buy |
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|
2019
Q2 | $485K | Buy |
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|
2019
Q1 | $473K | Buy |
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|
2018
Q4 | $436K | Buy |
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|
2018
Q3 | $442K | Buy |
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|
2018
Q2 | $400K | Buy |
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|
2018
Q1 | $313K | Buy |
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|
2017
Q4 | $196K | Buy |
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|
2017
Q3 | $89K | Buy |
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