CFD
FXU icon

Creative Financial Designs’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Creative Financial Designs’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 		$2.84K Sell
57
-1,340
-96% -$64.5K ﹤0.01% 1718
2025
Q4 		$62.9K Sell
1,397
-3,001
-68% -$138K ﹤0.01% 785
2025
Q3 		$200K Buy
4,398
+1,707
+63% +$75.2K 0.01% 469
2025
Q2 		$114K Sell
2,691
-258
-9% -$10.7K 0.01% 633
2025
Q1 		$121K Buy
2,949
+1,640
+125% +$64.9K 0.01% 562
2024
Q4 		$49.5K Buy
+1,309
New +$50.7K ﹤0.01% 789
2017
Q4 		– Sell
-850
Closed -$23K – 722
2017
Q3 		$23K Hold
850
– – 0.01% 309
2017
Q2 		$23K Sell
850
-200
-19% -$5.52K 0.01% 306
2017
Q1 		$29K Hold
1,050
– – 0.02% 278
2016
Q4 		$28K Buy
+1,050
New +$27.2K 0.02% 281

Other funds holding FXU

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $74.2B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return