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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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Dynamic Advisor Solutions's FXU Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 18% in Q2 2026, selling an estimated $137K and leaving 13,061 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #607.

Dynamic Advisor Solutions first reported a position in FXU in Q4 2025 and has held it in 3 quarters since. The position peaked at $787K in Q1 2026. 20 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Dynamic Advisor Solutions held 13,061 shares of First Trust Utilities AlphaDEX Fund worth $644K as of Q2 2026.
  • Dynamic Advisor Solutions sold 2,812 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $137K.
  • First Trust Utilities AlphaDEX Fund made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #607 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • Dynamic Advisor Solutions's First Trust Utilities AlphaDEX Fund position peaked at $787K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.