Action Point Financial Planning’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Action Point Financial Planning’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	$293K	Buy	+5,947	New	+$291K	0.03%	363

Other funds holding FXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Action Point Financial Planning's FXU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 5,947 shares worth $293K. The stake represents 0.03% of the portfolio and ranks #363 among its holdings.

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

Action Point Financial Planning held 5,947 shares of First Trust Utilities AlphaDEX Fund worth $293K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.03% of Action Point Financial Planning's portfolio in Q2 2026, its #363 holding.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.