Atria Wealth Solutions’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-6,042	Closed	-$248K	–	1625
2025 Q1	$248K	Buy	+6,042	New	+$239K	﹤0.01%	1598
2024 Q4	–	Sell	-5,931	Closed	-$228K	–	2019
2024 Q3	$228K	Buy	+5,931	New	+$210K	﹤0.01%	1693
2024 Q1	–	Sell	-10,998	Closed	-$348K	–	2000
2023 Q4	$348K	Sell	10,998 -229	-2%	-$6.83K	﹤0.01%	1397
2023 Q3	$321K	Buy	11,227 +279	+3%	+$8.7K	﹤0.01%	1374
2023 Q2	$348K	Sell	10,948 -465	-4%	-$15.1K	﹤0.01%	1353
2023 Q1	$375K	Buy	11,413 +1,281	+13%	+$41.8K	0.01%	1300
2022 Q4	$336K	Buy	+10,132	New	+$329K	0.01%	1297

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Atria Wealth Solutions's FXU Position: Q2 2025 in Review

Atria Wealth Solutions sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2025, closing a stake of 6,042 shares — an estimated $248K sold.

Atria Wealth Solutions first reported a position in FXU in Q4 2022 and held it in 7 quarters. The position peaked at $375K in Q1 2023. 199 funds tracked by Wall St. Rank hold FXU as of Q2 2025.

Atria Wealth Solutions reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,042 First Trust Utilities AlphaDEX Fund shares in Q2 2025, an estimated $248K.
Atria Wealth Solutions first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2022 and held it in 7 quarters.
Atria Wealth Solutions's First Trust Utilities AlphaDEX Fund position peaked at $375K in Q1 2023.
199 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.