Sunbelt Securities’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 | $12K | Hold |
319
| – | – | ﹤0.01% | 1268 |
|
2025
Q1 | $13.1K | Buy |
319
+1
| +0.3% | +$41 | ﹤0.01% | 1216 |
|
2024
Q4 | $12.1K | Hold |
318
| – | – | ﹤0.01% | 1276 |
|
2024
Q3 | $12.2K | Buy |
318
+1
| +0.3% | +$38 | ﹤0.01% | 1257 |
|
2024
Q2 | $10.5K | Hold |
317
| – | – | ﹤0.01% | 1259 |
|
2024
Q1 | $10.3K | Sell |
317
-307
| -49% | -$9.97K | ﹤0.01% | 1232 |
|
2023
Q4 | $19.8K | Buy |
624
+1
| +0.2% | +$32 | ﹤0.01% | 1036 |
|
2023
Q3 | $17.8K | Hold |
623
| – | – | ﹤0.01% | 1042 |
|
2023
Q2 | $19.8K | Sell |
623
-513
| -45% | -$16.3K | ﹤0.01% | 1027 |
|
2023
Q1 | $36.8K | Buy |
+1,136
| New | +$36.8K | 0.01% | 807 |
|