Coston McIsaac & Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Coston McIsaac & Partners’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	$34K	Buy	+704	New	+$34.4K	0.01%	393

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

Coston McIsaac & Partners's FXU Position: Q2 2026 in Review

Coston McIsaac & Partners opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 704 shares worth $34K. The stake represents 0.01% of the portfolio and ranks #393 among its holdings.

197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Coston McIsaac & Partners held 704 shares of First Trust Utilities AlphaDEX Fund worth $34K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Coston McIsaac & Partners position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #393 holding.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.