Cyndeo Wealth Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Cyndeo Wealth Partners’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	$1.9M	Buy	38,597 +3,664	+10%	+$179K	0.09%	194
2026 Q1	$1.73M	Buy	34,933 +2,776	+9%	+$134K	0.09%	181
2025 Q4	$1.45M	Sell	32,157 -940	-3%	-$43.3K	0.08%	200
2025 Q3	$1.5M	Sell	33,097 -1,259	-4%	-$55.4K	0.08%	187
2025 Q2	$1.46M	Buy	+34,356	New	+$1.43M	0.09%	189

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

Cyndeo Wealth Partners's FXU Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 10% in Q2 2026, buying an estimated $179K and bringing the position to 38,597 shares worth $1.9M. The position accounts for 0.09% of the portfolio, ranked #194.

Cyndeo Wealth Partners first reported a position in FXU in Q2 2025 and has held it in 5 quarters since. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Cyndeo Wealth Partners held 38,597 shares of First Trust Utilities AlphaDEX Fund worth $1.9M as of Q2 2026.
Cyndeo Wealth Partners bought 3,664 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $179K.
First Trust Utilities AlphaDEX Fund made up 0.09% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #194 holding.
Cyndeo Wealth Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.