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 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

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RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return