Coppell Advisory Solutions’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Coppell Advisory Solutions’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	$10.8K	Buy	+14,300	New	+$699K	﹤0.01%	490
2026 Q1	–	Sell	-7,347	Closed	-$333K	–	157
2025 Q4	$333K	Hold	7,347	–	–	0.03%	311
2025 Q3	$332K	Hold	7,347	–	–	0.04%	316
2025 Q2	$310K	Hold	7,347	–	–	0.04%	293
2025 Q1	$304K	Sell	7,347 -16,041	-69%	-$635K	0.04%	261
2024 Q4	$887K	Sell	23,388 -8,184	-26%	-$317K	0.12%	131
2024 Q3	$1.21M	Buy	31,572 +879	+3%	+$31.2K	0.18%	111
2024 Q2	$1.02M	Buy	+30,693	New	+$1.02M	0.17%	111
2023 Q4	$163K	Buy	5,153 +4,693	+1,020%	+$140K	0.03%	287
2023 Q3	$15.3K	Sell	460 -71,728	-99%	-$2.24M	0.01%	534
2023 Q2	$2.27M	Buy	+72,188	New	+$2.34M	0.64%	30
2023 Q1	–	Sell	-354	Closed	-$11.8K	–	545
2022 Q4	$11.8K	Buy	+354	New	+$11.5K	﹤0.01%	587

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

Coppell Advisory Solutions's FXU Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 14,300 shares worth $10.8K. The stake represents ﹤0.01% of the portfolio and ranks #490 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FXU as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FXU in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.27M in Q2 2023. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Coppell Advisory Solutions held 14,300 shares of First Trust Utilities AlphaDEX Fund worth $10.8K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Coppell Advisory Solutions position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #490 holding.
Coppell Advisory Solutions first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2022 and has held it in 12 quarters since.
Coppell Advisory Solutions's First Trust Utilities AlphaDEX Fund position peaked at $2.27M in Q2 2023.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.