Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
Holdings Activity Buys Sells    History
Holding/activity history for  First Trust Utilities AlphaDEX Fund (FXU)
← All FXU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 7,908 <0.01 $49.59 $392,158 SEC
2025   Q4 7,908 <0.01 Buy <0.01 $44.37–47.74 · VW $46.19i $355,939 SEC
Price snapshot:
Current price$50.02
Avg. buy price$45.01
+/- since buy11.13%
52-week low$41.25
52-week high$51.39