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Darwin Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Darwin Wealth Management’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 		$740 Buy
+15
New +$733 ﹤0.01% 580
2026
Q1 		– Sell
-29
Closed -$1.3K – 651
2025
Q4 		$1.3K Buy
+29
New +$1.34K ﹤0.01% 549

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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

Darwin Wealth Management's FXU Position: Q2 2026 in Review

Darwin Wealth Management opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 15 shares worth $740. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in FXU as recently as Q4 2025.

Darwin Wealth Management first reported a position in FXU in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.3K in Q4 2025. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Darwin Wealth Management held 15 shares of First Trust Utilities AlphaDEX Fund worth $740 as of Q2 2026.
  • First Trust Utilities AlphaDEX Fund was a new Darwin Wealth Management position in Q2 2026.
  • First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #580 holding.
  • Darwin Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • Darwin Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $1.3K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

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