Stratos Wealth Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+5,210
| New | +$221K | ﹤0.01% | 1290 |
|
|
2018
Q4 | – | Sell |
-7,438
| Closed | -$205K | – | 1453 |
|
|
2018
Q3 | $205K | Buy |
+7,438
| New | +$205K | 0.01% | 832 |
|
|
2018
Q2 | – | Sell |
-7,923
| Closed | -$201K | – | 1579 |
|
|
2018
Q1 | $201K | Sell |
7,923
-4,727
| -37% | -$120K | 0.01% | 893 |
|
|
2017
Q4 | $329K | Sell |
12,650
-1,192
| -9% | -$31K | 0.01% | 672 |
|
|
2017
Q3 | $374K | Buy |
13,842
+2,505
| +22% | +$67.7K | 0.02% | 596 |
|
|
2017
Q2 | $308K | Buy |
11,337
+2,543
| +29% | +$69.1K | 0.02% | 629 |
|
|
2017
Q1 | $241K | Buy |
+8,794
| New | +$241K | 0.01% | 655 |
|