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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 – 2020
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return