Trueblood Wealth Management’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 | $623K | Buy |
14,696
+43
| +0.3% | +$1.82K | 0.26% | 125 |
|
|
2025
Q1 | $601K | Hold |
14,653
| – | – | 0.28% | 119 |
|
|
2024
Q4 | $554K | Hold |
14,653
| – | – | 0.27% | 121 |
|
|
2024
Q3 | $564K | Hold |
14,653
| – | – | 0.28% | 114 |
|
|
2024
Q2 | $485K | Buy |
14,653
+3,248
| +28% | +$107K | 0.27% | 110 |
|
|
2024
Q1 | $370K | Hold |
11,405
| – | – | 0.21% | 136 |
|
|
2023
Q4 | $361K | Buy |
+11,405
| New | +$361K | 0.23% | 128 |
|