FIG Financial Advisory Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

FIG Financial Advisory Services’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
2025 Q3	–	Sell	-33,454	Closed	-$1.42M	–	70
2025 Q2	$1.42M	Sell	33,454 -269	-0.8%	-$11.2K	0.95%	27
2025 Q1	$1.38M	Sell	33,723 -2,342	-6%	-$92.7K	0.98%	23
2024 Q4	$1.36M	Buy	+36,065	New	+$1.4M	0.93%	27

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

FIG Financial Advisory Services's FXU Position: Q3 2025 in Review

FIG Financial Advisory Services sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2025, closing a stake of 33,454 shares — an estimated $1.42M sold.

FIG Financial Advisory Services first reported a position in FXU in Q4 2024 and held it in 3 quarters. The position peaked at $1.42M in Q2 2025. 190 funds tracked by Wall St. Rank hold FXU as of Q3 2025.

FIG Financial Advisory Services reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
FIG Financial Advisory Services sold 33,454 First Trust Utilities AlphaDEX Fund shares in Q3 2025, an estimated $1.42M.
FIG Financial Advisory Services first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and held it in 3 quarters.
FIG Financial Advisory Services's First Trust Utilities AlphaDEX Fund position peaked at $1.42M in Q2 2025.
190 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2025.

Based on FIG Financial Advisory Services's 13F filing for Q3 2025, filed 10 Aug 2026.