FFA
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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
Q3 		$521K Sell
11,870
-497
-4% -$23.8K ﹤0.01% 1554
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

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Farther Finance Advisors's FXU Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 4% in Q3 2026, selling an estimated $23.8K and leaving 11,870 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1554.

Farther Finance Advisors first reported a position in FXU in Q1 2025 and has held it in 7 quarters since. The position peaked at $928K in Q1 2026. 9 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

  • Farther Finance Advisors held 11,870 shares of First Trust Utilities AlphaDEX Fund worth $521K as of Q3 2026.
  • Farther Finance Advisors sold 497 First Trust Utilities AlphaDEX Fund shares in Q3 2026, an estimated $23.8K.
  • First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1554 holding.
  • Farther Finance Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
  • Farther Finance Advisors's First Trust Utilities AlphaDEX Fund position peaked at $928K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.