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

Summit Financial’s Portfolio FXU Stock Details FXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.57M Buy
154,934
+14,405
+10% +$610K 0.15% 121
2025
Q1 		$5.76M Buy
+140,529
New +$5.76M 0.16% 126