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

Ausdal 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	$1.43M	Buy	28,883 +1,222	+4%	+$59.7K	0.06%	314
2026 Q1	$1.37M	Sell	27,661 -40	-0.1%	-$1.93K	0.06%	300
2025 Q4	$1.25M	Buy	27,701 +2,201	+9%	+$101K	0.06%	308
2025 Q3	$1.16M	Buy	25,500 +150	+0.6%	+$6.61K	0.06%	327
2025 Q2	$1.07M	Buy	25,350 +15,410	+155%	+$640K	0.07%	251
2025 Q1	$408K	Buy	9,940 +3,096	+45%	+$123K	0.03%	429
2024 Q4	$259K	Buy	+6,844	New	+$265K	0.02%	488

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

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

Ausdal Financial Partners increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 4.4% in Q2 2026, buying an estimated $59.7K and bringing the position to 28,883 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #314.

Ausdal Financial Partners first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Ausdal Financial Partners held 28,883 shares of First Trust Utilities AlphaDEX Fund worth $1.43M as of Q2 2026.
Ausdal Financial Partners bought 1,222 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $59.7K.
First Trust Utilities AlphaDEX Fund made up 0.06% of Ausdal Financial Partners's portfolio in Q2 2026, its #314 holding.
Ausdal Financial Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.