Western Wealth Management’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 | $433K | Buy |
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|
2025
Q2 | $402K | Buy |
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|
2025
Q1 | $389K | Buy |
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|
2024
Q4 | $358K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $304K | Sell |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $239K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $248K | Sell |
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|
2022
Q3 | $618K | Buy |
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|
2022
Q2 | $652K | Buy |
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|
2022
Q1 | $686K | Buy |
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|
2021
Q4 | $330K | Buy |
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|
2021
Q2 | $341K | Sell |
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|
2021
Q1 | $600K | Buy |
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|
2020
Q4 | $260K | Sell |
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|
2020
Q3 | $280K | Buy |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $282K | Sell |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q3 | $355K | Buy |
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|
2019
Q2 | $345K | Buy |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $314K | Buy |
|