Joel Greenblatt's FXU Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 7,908 shares of First Trust Utilities AlphaDEX Fund (FXU) worth $392,158, representing 0.00% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in FXU, representing a fresh investment thesis on this company.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's First Trust Utilities AlphaDEX Fund (FXU) Holding Value Over Time
Track share changes against reported price movement
Quarterly First Trust Utilities AlphaDEX Fund (FXU) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +7,908 | New Buy | 7,908 | $45.01 |
Joel Greenblatt's First Trust Utilities AlphaDEX Fund Investment FAQs
Joel Greenblatt first purchased First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, acquiring 7,908 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held First Trust Utilities AlphaDEX Fund (FXU) for 2 quarters since Q4 2025.
Joel Greenblatt's largest addition to First Trust Utilities AlphaDEX Fund (FXU) was in Q4 2025, adding 7,908 shares worth $355,939.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 7,908 shares of First Trust Utilities AlphaDEX Fund (FXU), valued at approximately $392,158.
As of the Q1 2026 filing, First Trust Utilities AlphaDEX Fund (FXU) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in First Trust Utilities AlphaDEX Fund (FXU) was 7,908 shares, as reported at the end of Q4 2025.