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Win Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Win 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
2023
Q4 		– Sell
-55,647
Closed -$1.59M – 62
2023
Q3 		$1.59M Buy
+55,647
New +$1.74M 0.78% 23

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Win Advisors's FXU Position: Q4 2023 in Review

Win Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2023, closing a stake of 55,647 shares — an estimated $1.59M sold.

Win Advisors first reported a position in FXU in Q3 2023 and held it in 1 quarter. The position peaked at $1.59M in Q3 2023. 99 funds tracked by Wall St. Rank hold FXU as of Q4 2023.

  • Win Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Win Advisors sold 55,647 First Trust Utilities AlphaDEX Fund shares in Q4 2023, an estimated $1.59M.
  • Win Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Win Advisors's First Trust Utilities AlphaDEX Fund position peaked at $1.59M in Q3 2023.
  • 99 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2023.

Based on Win Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.