WMS Partners
FXU icon

WMS Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-5,763
Closed -$218K – 99
2024
Q4 		$218K Buy
+5,763
New +$223K 0.01% 275

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NewEdge Advisors
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WMS Partners's FXU Position: Q1 2025 in Review

WMS Partners sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2025, closing a stake of 5,763 shares — an estimated $218K sold.

WMS Partners first reported a position in FXU in Q4 2024 and held it in 1 quarter. The position peaked at $218K in Q4 2024. 170 funds tracked by Wall St. Rank hold FXU as of Q1 2025.

  • WMS Partners reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 5,763 First Trust Utilities AlphaDEX Fund shares in Q1 2025, an estimated $218K.
  • WMS Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • WMS Partners's First Trust Utilities AlphaDEX Fund position peaked at $218K in Q4 2024.
  • 170 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.