Wagner 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 | $1.57K | Hold |
37
| – | – | ﹤0.01% | 228 |
|
|
2025
Q1 | $1.52K | Sell |
37
-169
| -82% | -$6.92K | ﹤0.01% | 222 |
|
|
2024
Q4 | $7.78K | Buy |
206
+2
| +1% | +$76 | ﹤0.01% | 195 |
|
|
2024
Q3 | $7.86K | Buy |
204
+1
| +0.5% | +$39 | ﹤0.01% | 189 |
|
|
2024
Q2 | $6.71K | Buy |
+203
| New | +$6.71K | ﹤0.01% | 218 |
|
|
2023
Q1 | – | Sell |
-220
| Closed | -$7.31K | – | 224 |
|
|
2022
Q4 | $7.31K | Hold |
220
| – | – | ﹤0.01% | 192 |
|
|
2022
Q3 | $7K | Hold |
220
| – | – | 0.01% | 473 |
|
|
2022
Q2 | $7K | Sell |
220
-220
| -50% | -$7K | 0.01% | 493 |
|
|
2022
Q1 | $14K | Buy |
+440
| New | +$14K | 0.01% | 177 |
|