Wealth Effects’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $314K | Hold |
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|
2025
Q2 | $292K | Hold |
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|
2025
Q1 | $283K | Hold |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $265K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $224K | Sell |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $242K | Hold |
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|
2022
Q3 | $223K | Hold |
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $248K | Hold |
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|
2021
Q4 | $239K | Buy |
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