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

TrustCore Financial Services’s Portfolio FXU Stock Details FXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-720
Closed -$19K – 884
2018
Q2 		$19K Buy
+720
New +$18.4K 0.01% 451

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TrustCore Financial Services's FXU Position: Q3 2018 in Review

TrustCore Financial Services sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2018, closing a stake of 720 shares — an estimated $19K sold.

TrustCore Financial Services first reported a position in FXU in Q2 2018 and held it in 1 quarter. The position peaked at $19K in Q2 2018. 76 funds tracked by Wall St. Rank hold FXU as of Q3 2018.

  • TrustCore Financial Services reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 720 First Trust Utilities AlphaDEX Fund shares in Q3 2018, an estimated $19K.
  • TrustCore Financial Services first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • TrustCore Financial Services's First Trust Utilities AlphaDEX Fund position peaked at $19K in Q2 2018.
  • 76 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2018.

Based on TrustCore Financial Services's 13F filing for Q3 2018, filed 9 Nov 2018.