CFFP
FXU icon

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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return