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 Q3	$12K	Buy	277 +17	+7%	+$812	﹤0.01%	1321
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

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Cottonwood Capital Advisors Salt Lake City, Utah $166M AUM 19.71% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CX Institutional's FXU Position: Q3 2026 in Review

CX Institutional increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 6.5% in Q3 2026, buying an estimated $812 and bringing the position to 277 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

CX Institutional first reported a position in FXU in Q3 2023 and has held it in 8 quarters since. The position peaked at $420K in Q3 2023. 36 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

CX Institutional held 277 shares of First Trust Utilities AlphaDEX Fund worth $12K as of Q3 2026.
CX Institutional bought 17 First Trust Utilities AlphaDEX Fund shares in Q3 2026, an estimated $812.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1321 holding.
CX Institutional first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2023 and has held it in 8 quarters since.
CX Institutional's First Trust Utilities AlphaDEX Fund position peaked at $420K in Q3 2023.
36 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.