Cadent Capital Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Cadent Capital 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	–	Sell	-9,538	Closed	-$473K	–	208
2026 Q1	$473K	Sell	9,538 -419	-4%	-$20.2K	0.13%	108
2025 Q4	$448K	Buy	9,957 +2,021	+25%	+$93.1K	0.12%	113
2025 Q3	$361K	Buy	+7,936	New	+$349K	0.1%	138

Other funds holding FXU

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return