Corient Private Wealth
FXU icon

Corient Private Wealth’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Corient Private Wealth’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
Q1 		$622K Sell
14,188
-9,376
-40% -$452K ﹤0.01% 1911
2025
Q4 		$1.06M Buy
23,564
+11,046
+88% +$509K ﹤0.01% 1853
2025
Q3 		$569K Sell
12,518
-604
-5% -$26.6K ﹤0.01% 1723
2025
Q2 		$556K Sell
13,122
-540
-4% -$22.4K ﹤0.01% 1648
2025
Q1 		$560K Sell
13,662
-714
-5% -$28.3K ﹤0.01% 1547
2024
Q4 		$544K Sell
14,376
-2,992
-17% -$116K ﹤0.01% 1574
2024
Q3 		$668K Buy
17,368
+3,019
+21% +$107K ﹤0.01% 1595
2024
Q2 		$475K Buy
14,349
+1,101
+8% +$36.7K ﹤0.01% 1673
2024
Q1 		$430K Buy
13,248
+11
+0.1% +$339 ﹤0.01% 1711
2023
Q4 		$419K Buy
+13,237
New +$395K ﹤0.01% 1696

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Bank of America
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Raymond James Financial
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return