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Englebert Financial Advisers’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Englebert Financial Advisers’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
Q1 		– Sell
-20,043
Closed -$902K – 58
2025
Q4 		$902K Buy
+20,043
New +$923K 1.03% 20

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Englebert Financial Advisers's FXU Position: Q1 2026 in Review

Englebert Financial Advisers sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2026, closing a stake of 20,043 shares — an estimated $902K sold.

Englebert Financial Advisers first reported a position in FXU in Q4 2025 and held it in 1 quarter. The position peaked at $902K in Q4 2025. 197 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

  • Englebert Financial Advisers reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Englebert Financial Advisers sold 20,043 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $902K.
  • Englebert Financial Advisers first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Englebert Financial Advisers's First Trust Utilities AlphaDEX Fund position peaked at $902K in Q4 2025.
  • 197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Englebert Financial Advisers's 13F filing for Q1 2026, filed 22 Apr 2026.