NewSquare Capital LLC FXU Holdings History
NewSquare Capital LLC's First Trust Utilities AlphaDEX Fund Holding Summary
As of 2025-03-31, NewSquare Capital LLC held 463,671.00 shares of First Trust Utilities AlphaDEX Fund(FXU), totaling $19.02 Mil. This investment constitutes 1.55% of their stock portfolio, and NewSquare Capital LLC now holds 1.3% of the outstanding First Trust Utilities AlphaDEX Fund(FXU) stock.
The initial trade took place in 2016Q1. And since then NewSquare Capital LLC has made 8 purchases of FXU, at an average price of $30.44, for a total of 1.71 Mil shares. In addition, there have been 10 sales at an average price of $27.32 for 1.24 Mil shares. Based on historical transaction data and FXU's current price of $43.93, NewSquare Capital LLC's estimated gain on his FXU holdings is $2.38 Mil, reflecting a 4.57% gain to date.
NewSquare Capital LLC FXU ($43.93) Holding Chart
NewSquare Capital LLC FXU ($43.93) 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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