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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return