Dynamic Advisor Solutions’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Dynamic Advisor Solutions’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 Q3	$585K	Buy	13,324 +263	+2%	+$12.6K	0.02%	615
2026 Q2	$644K	Sell	13,061 -2,812	-18%	-$137K	0.02%	607
2026 Q1	$787K	Sell	15,873 -579	-4%	-$27.9K	0.02%	519
2025 Q4	$741K	Buy	+16,452	New	+$758K	0.02%	525

Other funds holding FXU

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

RFA

ROI Financial Advisors Beaverton, Oregon $193M AUM 35.15% 1-Year Est. Return

Dynamic Advisor Solutions's FXU Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 2% in Q3 2026, buying an estimated $12.6K and bringing the position to 13,324 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #615.

Dynamic Advisor Solutions first reported a position in FXU in Q4 2025 and has held it in 4 quarters since. The position peaked at $787K in Q1 2026. 27 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

Dynamic Advisor Solutions held 13,324 shares of First Trust Utilities AlphaDEX Fund worth $585K as of Q3 2026.
Dynamic Advisor Solutions bought 263 First Trust Utilities AlphaDEX Fund shares in Q3 2026, an estimated $12.6K.
First Trust Utilities AlphaDEX Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #615 holding.
Dynamic Advisor Solutions first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
Dynamic Advisor Solutions's First Trust Utilities AlphaDEX Fund position peaked at $787K in Q1 2026.
27 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.