Farther Finance Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Farther Finance Advisors’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	$610K	Sell	12,367 -6,255	-34%	-$306K	﹤0.01%	1413
2026 Q1	$928K	Buy	18,622 +7,157	+62%	+$345K	0.01%	1016
2025 Q4	$516K	Hold	11,465	–	–	0.01%	1292
2025 Q3	$521K	Buy	11,465 +1,709	+18%	+$75.3K	0.01%	1050
2025 Q2	$413K	Buy	9,756 +372	+4%	+$15.4K	0.01%	996
2025 Q1	$387K	Buy	+9,384	New	+$371K	0.01%	914

Other funds holding FXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Farther Finance Advisors's FXU Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 34% in Q2 2026, selling an estimated $306K and leaving 12,367 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Farther Finance Advisors first reported a position in FXU in Q1 2025 and has held it in 6 quarters since. The position peaked at $928K in Q1 2026. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Farther Finance Advisors held 12,367 shares of First Trust Utilities AlphaDEX Fund worth $610K as of Q2 2026.
Farther Finance Advisors sold 6,255 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $306K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1413 holding.
Farther Finance Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's First Trust Utilities AlphaDEX Fund position peaked at $928K in Q1 2026.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.