CX Institutional’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

CX Institutional’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	$13K	Sell	260 -1,745	-87%	-$85.3K	﹤0.01%	1254
2026 Q1	$99K	Buy	2,005 +1,701	+560%	+$81.9K	﹤0.01%	854
2025 Q4	$14K	Sell	304 -157	-34%	-$7.23K	﹤0.01%	1149
2025 Q3	$21K	Buy	461 +252	+121%	+$11.1K	﹤0.01%	1088
2025 Q2	$9K	Sell	209 -1,023	-83%	-$42.5K	﹤0.01%	1051
2025 Q1	$51K	Buy	+1,232	New	+$48.8K	﹤0.01%	832
2023 Q4	–	Sell	-14,716	Closed	-$420K	–	547
2023 Q3	$420K	Buy	+14,716	New	+$459K	0.02%	353

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

CX Institutional's FXU Position: Q2 2026 in Review

CX Institutional reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 87% in Q2 2026, selling an estimated $85.3K and leaving 260 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

CX Institutional first reported a position in FXU in Q3 2023 and has held it in 7 quarters since. The position peaked at $420K in Q3 2023. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

CX Institutional held 260 shares of First Trust Utilities AlphaDEX Fund worth $13K as of Q2 2026.
CX Institutional sold 1,745 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $85.3K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1254 holding.
CX Institutional first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2023 and has held it in 7 quarters since.
CX Institutional's First Trust Utilities AlphaDEX Fund position peaked at $420K in Q3 2023.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.