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

Kroeger Financial 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
2026 Q2	$69K	Buy	+1,398	New	+$68.4K	0.07%	75

Other funds holding FXU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Kroeger Financial Partners's FXU Position: Q2 2026 in Review

Kroeger Financial Partners opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 1,398 shares worth $69K. The stake represents 0.07% of the portfolio and ranks #75 among its holdings.

68 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Kroeger Financial Partners held 1,398 shares of First Trust Utilities AlphaDEX Fund worth $69K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Kroeger Financial Partners position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.07% of Kroeger Financial Partners's portfolio in Q2 2026, its #75 holding.
68 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Kroeger Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.