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

Financial Management Professionals’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
Q4 		– Sell
-50,550
Closed -$2.3M – 996
2025
Q3 		$2.3M Sell
50,550
-2,293
-4% -$101K 0.24% 40
2025
Q2 		$2.24M Buy
+52,843
New +$2.19M 0.25% 39

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Financial Management Professionals's FXU Position: Q4 2025 in Review

Financial Management Professionals sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, closing a stake of 50,550 shares — an estimated $2.3M sold.

Financial Management Professionals first reported a position in FXU in Q2 2025 and held it in 2 quarters. The position peaked at $2.3M in Q3 2025. 199 funds tracked by Wall St. Rank hold FXU as of Q4 2025.

  • Financial Management Professionals reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Financial Management Professionals sold 50,550 First Trust Utilities AlphaDEX Fund shares in Q4 2025, an estimated $2.3M.
  • Financial Management Professionals first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Financial Management Professionals's First Trust Utilities AlphaDEX Fund position peaked at $2.3M in Q3 2025.
  • 199 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2025.

Based on Financial Management Professionals's 13F filing for Q4 2025, filed 27 Jan 2026.