Ancora Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Ancora Advisors’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	$12.3K	Hold	250	–	–	﹤0.01%	1427
2026 Q1	$12.4K	Hold	250	–	–	﹤0.01%	1718
2025 Q4	$11.3K	Hold	250	–	–	﹤0.01%	1764
2025 Q3	$11.4K	Hold	250	–	–	﹤0.01%	1367
2025 Q2	$10.6K	Hold	250	–	–	﹤0.01%	1362
2025 Q1	$10.3K	Hold	250	–	–	﹤0.01%	1318
2024 Q4	$9.46K	Hold	250	–	–	﹤0.01%	1343
2024 Q3	$9.62K	Hold	250	–	–	﹤0.01%	1343
2024 Q2	$8.27K	Hold	250	–	–	﹤0.01%	1352
2024 Q1	$8.12K	Hold	250	–	–	﹤0.01%	1370
2023 Q4	$7.92K	Hold	250	–	–	﹤0.01%	1335
2023 Q3	$7.14K	Hold	250	–	–	﹤0.01%	1345
2023 Q2	$7.95K	Hold	250	–	–	﹤0.01%	1322
2023 Q1	$8.21K	Hold	250	–	–	﹤0.01%	1316
2022 Q4	$8K	Hold	250	–	–	﹤0.01%	1391
2022 Q3	$8K	Hold	250	–	–	﹤0.01%	1534
2022 Q2	$8K	Hold	250	–	–	﹤0.01%	1655
2022 Q1	$9K	Buy	+250	New	+$7.99K	﹤0.01%	1767

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

Ancora Advisors's FXU Position: Q2 2026 in Review

Ancora Advisors held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q2 2026 at 250 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Ancora Advisors first reported a position in FXU in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.4K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Ancora Advisors held 250 shares of First Trust Utilities AlphaDEX Fund worth $12.3K as of Q2 2026.
Ancora Advisors left its First Trust Utilities AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1427 holding.
Ancora Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2022 and has held it in 18 quarters since.
Ancora Advisors's First Trust Utilities AlphaDEX Fund position peaked at $12.4K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.