Center for Financial Planning’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Center for Financial Planning’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
2025 Q4	–	Sell	-825	Closed	-$37.5K	–	716
2025 Q3	$37.5K	Hold	825	–	–	﹤0.01%	339
2025 Q2	$35K	Hold	825	–	–	﹤0.01%	331
2025 Q1	$33.8K	Hold	825	–	–	﹤0.01%	328
2024 Q4	$31.2K	Hold	825	–	–	﹤0.01%	310
2024 Q3	$31.7K	Hold	825	–	–	﹤0.01%	297
2024 Q2	$27.3K	Hold	825	–	–	﹤0.01%	299
2024 Q1	$26.8K	Hold	825	–	–	﹤0.01%	300
2023 Q4	$26.1K	Hold	825	–	–	﹤0.01%	289
2023 Q3	$23.6K	Buy	+825	New	+$25.7K	0.01%	291

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Center for Financial Planning's FXU Position: Q4 2025 in Review

Center for Financial Planning sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, closing a stake of 825 shares — an estimated $37.5K sold.

Center for Financial Planning first reported a position in FXU in Q3 2023 and held it in 9 quarters. The position peaked at $37.5K in Q3 2025. 199 funds tracked by Wall St. Rank hold FXU as of Q4 2025.

Center for Financial Planning reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 825 First Trust Utilities AlphaDEX Fund shares in Q4 2025, an estimated $37.5K.
Center for Financial Planning first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2023 and held it in 9 quarters.
Center for Financial Planning's First Trust Utilities AlphaDEX Fund position peaked at $37.5K in Q3 2025.
199 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.