Financial Advocates Investment Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Financial Advocates Investment Management’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	-12,877	Closed	-$546K	–	258
2025 Q2	$546K	Buy	12,877 +77	+0.6%	+$3.2K	0.04%	340
2025 Q1	$525K	Sell	12,800 -353	-3%	-$14K	0.04%	415
2024 Q4	$498K	Buy	13,153 +1,825	+16%	+$70.7K	0.03%	449
2024 Q3	$436K	Buy	11,328 +1,095	+11%	+$38.8K	0.02%	499
2024 Q2	$338K	Buy	10,233 +501	+5%	+$16.7K	0.02%	551
2024 Q1	$316K	Buy	+9,732	New	+$300K	0.02%	573
2018 Q4	–	Sell	-7,832	Closed	-$216K	–	456
2018 Q3	$216K	Sell	7,832 -3,958	-34%	-$107K	0.02%	464
2018 Q2	$310K	Buy	11,790 +3,610	+44%	+$92.4K	0.04%	359
2018 Q1	$207K	Sell	8,180 -6,552	-44%	-$164K	0.03%	453
2017 Q4	$383K	Buy	+14,732	New	+$400K	0.05%	305

Other funds holding FXU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Financial Advocates Investment Management's FXU Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2025, closing a stake of 12,877 shares — an estimated $546K sold.

Financial Advocates Investment Management first reported a position in FXU in Q4 2017 and held it in 10 quarters. The position peaked at $546K in Q2 2025. 190 funds tracked by Wall St. Rank hold FXU as of Q3 2025.

Financial Advocates Investment Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 12,877 First Trust Utilities AlphaDEX Fund shares in Q3 2025, an estimated $546K.
Financial Advocates Investment Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2017 and held it in 10 quarters.
Financial Advocates Investment Management's First Trust Utilities AlphaDEX Fund position peaked at $546K in Q2 2025.
190 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.