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 Q2	$2.84K	Buy	58 +1	+2%	+$49	﹤0.01%	1846
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

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

Creative Financial Designs's FXU Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 1.8% in Q2 2026, buying an estimated $49 and bringing the position to 58 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1846.

Creative Financial Designs first reported a position in FXU in Q4 2016 and has held it in 11 quarters since. The position peaked at $200K in Q3 2025. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Creative Financial Designs held 58 shares of First Trust Utilities AlphaDEX Fund worth $2.84K as of Q2 2026.
Creative Financial Designs bought 1 First Trust Utilities AlphaDEX Fund share in Q2 2026, an estimated $49.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1846 holding.
Creative Financial Designs first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2016 and has held it in 11 quarters since.
Creative Financial Designs's First Trust Utilities AlphaDEX Fund position peaked at $200K in Q3 2025.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.