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 Q2	$274K	Hold	5,555	–	–	0.11%	60
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

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

Bright Financial Advisors's FXU Position: Q2 2026 in Review

Bright Financial Advisors held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q2 2026 at 5,555 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #60.

Bright Financial Advisors first reported a position in FXU in Q3 2024 and has held it in 8 quarters since. The position peaked at $275K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Bright Financial Advisors held 5,555 shares of First Trust Utilities AlphaDEX Fund worth $274K as of Q2 2026.
Bright Financial Advisors left its First Trust Utilities AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.11% of Bright Financial Advisors's portfolio in Q2 2026, its #60 holding.
Bright Financial Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Bright Financial Advisors's First Trust Utilities AlphaDEX Fund position peaked at $275K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.