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

Bright 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	$275K	Hold	5,555	–	–	0.13%	53
2025 Q4	$250K	Hold	5,555	–	–	0.12%	55
2025 Q3	$252K	Hold	5,555	–	–	0.12%	56
2025 Q2	$235K	Hold	5,555	–	–	0.13%	53
2025 Q1	$228K	Hold	5,555	–	–	0.14%	50
2024 Q4	$210K	Hold	5,555	–	–	0.13%	53
2024 Q3	$214K	Buy	+5,555	New	+$197K	0.14%	49

Other funds holding FXU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bright Financial Advisors's FXU Position: Q1 2026 in Review

Bright Financial Advisors held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q1 2026 at 5,555 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #53.

Bright Financial Advisors first reported a position in FXU in Q3 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Bright Financial Advisors held 5,555 shares of First Trust Utilities AlphaDEX Fund worth $275K as of Q1 2026.
Bright Financial Advisors left its First Trust Utilities AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Utilities AlphaDEX Fund made up 0.13% of Bright Financial Advisors's portfolio in Q1 2026, its #53 holding.
Bright Financial Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.