DFA
FXU icon

DHJJ Financial Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

DHJJ Financial Advisors’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
Q1 		$1.41K Hold
28
– – ﹤0.01% 777
2025
Q4 		$1.28K Hold
28
– – ﹤0.01% 755
2025
Q3 		$1.28K Hold
28
– – ﹤0.01% 736
2025
Q2 		$1.19K Hold
28
– – ﹤0.01% 721
2025
Q1 		$1.14K Hold
28
– – ﹤0.01% 680
2024
Q4 		$1.05K Hold
28
– – ﹤0.01% 654
2024
Q3 		$1.06K Buy
28
+1
+4% +$35 ﹤0.01% 636
2024
Q2 		$904 Hold
27
– – ﹤0.01% 607
2024
Q1 		$882 Hold
27
– – ﹤0.01% 593
2023
Q4 		$856 Buy
27
+6
+29% +$179 ﹤0.01% 583
2023
Q3 		$600 Buy
+21
New +$655 ﹤0.01% 606

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return