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United Capital Financial Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

United Capital Financial Advisors’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
2020
Q3 		– Sell
-15,123
Closed -$390K – 1182
2020
Q2 		$390K Sell
15,123
-608
-4% -$16K ﹤0.01% 943
2020
Q1 		$386K Sell
15,731
-877
-5% -$24.9K ﹤0.01% 907
2019
Q4 		$485K Sell
16,608
-3,366
-17% -$97.6K ﹤0.01% 999
2019
Q3 		$592K Sell
19,974
-12,855
-39% -$373K ﹤0.01% 905
2019
Q2 		$943K Buy
32,829
+16,667
+103% +$474K 0.01% 834
2019
Q1 		$457K Buy
+16,162
New +$450K ﹤0.01% 1007
2017
Q4 		– Sell
-21,481
Closed -$580K – 1327
2017
Q3 		$580K Sell
21,481
-10,654
-33% -$294K ﹤0.01% 916
2017
Q2 		$873K Sell
32,135
-4,470
-12% -$123K 0.01% 800
2017
Q1 		$1M Sell
36,605
-4,247
-10% -$116K 0.01% 744
2016
Q4 		$1.09M Sell
40,852
-26,534
-39% -$688K 0.01% 734
2016
Q3 		$1.75M Sell
67,386
-45,100
-40% -$1.2M 0.02% 625
2016
Q2 		$3.04M Sell
112,486
-30,579
-21% -$783K 0.03% 461
2016
Q1 		$3.72M Buy
+143,065
New +$3.38M 0.04% 400
2014
Q3 		– Sell
-89,704
Closed -$2.14M – 1104
2014
Q2 		$2.14M Buy
+89,704
New +$2.05M 0.04% 404

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

United Capital Financial Advisors's FXU Position: Q3 2020 in Review

United Capital Financial Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2020, closing a stake of 15,123 shares — an estimated $390K sold.

United Capital Financial Advisors first reported a position in FXU in Q2 2014 and held it in 14 quarters. The position peaked at $3.72M in Q1 2016. 75 funds tracked by Wall St. Rank hold FXU as of Q3 2020.

  • United Capital Financial Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • United Capital Financial Advisors sold 15,123 First Trust Utilities AlphaDEX Fund shares in Q3 2020, an estimated $390K.
  • United Capital Financial Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2014 and held it in 14 quarters.
  • United Capital Financial Advisors's First Trust Utilities AlphaDEX Fund position peaked at $3.72M in Q1 2016.
  • 75 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2020.

Based on United Capital Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.