Delos Wealth Advisors, LLC FXU Holdings History
Delos Wealth Advisors, LLC's First Trust Utilities AlphaDEX Fund Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 146,843.00 shares of First Trust Utilities AlphaDEX Fund(FXU), totaling $6.02 Mil. This investment constitutes 4.77% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0.39% of the outstanding First Trust Utilities AlphaDEX Fund(FXU) stock.
The initial trade took place in 2023Q1. And since then Delos Wealth Advisors, LLC has made 7 purchases of FXU, at an average price of $33.05, for a total of 149,474.00 shares. In addition, there have been 2 sales at an average price of $30.44 for 2,631.00 shares. Based on historical transaction data and FXU's current price of $43.37, Delos Wealth Advisors, LLC's estimated gain on his FXU holdings is $1.51 Mil, reflecting a 30.55% gain to date.
Delos Wealth Advisors, LLC FXU ($43.37) Holding Chart
Delos Wealth Advisors, LLC FXU ($43.37) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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