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 Q2	$1.41K	Buy	29 +1	+4%	+$49	﹤0.01%	787
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

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

DHJJ Financial Advisors's FXU Position: Q2 2026 in Review

DHJJ Financial Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 3.6% in Q2 2026, buying an estimated $49 and bringing the position to 29 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

DHJJ Financial Advisors first reported a position in FXU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.41K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

DHJJ Financial Advisors held 29 shares of First Trust Utilities AlphaDEX Fund worth $1.41K as of Q2 2026.
DHJJ Financial Advisors bought 1 First Trust Utilities AlphaDEX Fund share in Q2 2026, an estimated $49.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #787 holding.
DHJJ Financial Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's First Trust Utilities AlphaDEX Fund position peaked at $1.41K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.