EH
FXU icon

Equitable Holdings’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Equitable Holdings’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 		$3.15M Buy
70,017
+5,421
+8% +$261K 0.02% 581
2025
Q4 		$2.91M Buy
64,596
+5,170
+9% +$238K 0.02% 521
2025
Q3 		$2.7M Buy
59,426
+251
+0.4% +$11.1K 0.02% 515
2025
Q2 		$2.51M Buy
59,175
+16,828
+40% +$699K 0.02% 509
2025
Q1 		$1.74M Buy
42,347
+30,830
+268% +$1.22M 0.02% 552
2024
Q4 		$436K Buy
+11,517
New +$446K ﹤0.01% 909
2023
Q4 		– Sell
-11,307
Closed -$323K – 1149
2023
Q3 		$323K Sell
11,307
-794
-7% -$24.8K ﹤0.01% 850
2023
Q2 		$385K Buy
+12,101
New +$392K 0.01% 774

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return