Elevation Wealth Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Elevation Wealth Partners’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	$60.4K	Hold	1,376	–	–	0.02%	328
2026 Q2	$67.9K	Hold	1,376	–	–	0.02%	238
2026 Q1	$68.2K	Hold	1,376	–	–	0.02%	202
2025 Q4	$61.9K	Hold	1,376	–	–	0.02%	211
2025 Q3	$62.5K	Hold	1,376	–	–	0.02%	220
2025 Q2	$58.3K	Sell	1,376 -706	-34%	-$29.3K	0.02%	218
2025 Q1	$85.4K	Hold	2,082	–	–	0.04%	184
2024 Q4	$78.8K	Buy	+2,082	New	+$80.7K	0.03%	188

Other funds holding FXU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HPC

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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Elevation Wealth Partners's FXU Position: Q3 2026 in Review

Elevation Wealth Partners held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q3 2026 at 1,376 shares worth $60.4K. The position accounts for 0.02% of the portfolio, ranked #328.

Elevation Wealth Partners first reported a position in FXU in Q4 2024 and has held it in 8 quarters since. The position peaked at $85.4K in Q1 2025. 94 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

Elevation Wealth Partners held 1,376 shares of First Trust Utilities AlphaDEX Fund worth $60.4K as of Q3 2026.
Elevation Wealth Partners left its First Trust Utilities AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Utilities AlphaDEX Fund made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #328 holding.
Elevation Wealth Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 8 quarters since.
Elevation Wealth Partners's First Trust Utilities AlphaDEX Fund position peaked at $85.4K in Q1 2025.
94 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.