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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

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

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. 198 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.
  • 198 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.