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

Brendel Financial 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
Q1 		$3.06M Buy
+61,622
New +$2.97M 1.51% 33
2023
Q2 		– Sell
-22,066
Closed -$724K – 69
2023
Q1 		$724K Buy
22,066
+329
+2% +$10.7K 0.54% 44
2022
Q4 		$722K Sell
21,737
-42
-0.2% -$1.36K 1.45% 20
2022
Q3 		$665K Buy
21,779
+1,398
+7% +$47.4K 1.58% 18
2022
Q2 		$659K Buy
+20,381
New +$684K 0.57% 42
2019
Q1 		– Sell
-73,954
Closed -$1.98M – 82
2018
Q4 		$1.98M Buy
+73,954
New +$2.07M 2.28% 11

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return