Financial Network Wealth Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Financial Network Wealth 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	$5.92K	Hold	120	–	–	0.01%	544
2026 Q1	$5.95K	Hold	120	–	–	0.01%	531
2025 Q4	$5.4K	Hold	120	–	–	0.01%	536
2025 Q3	$5.45K	Hold	120	–	–	0.01%	524
2025 Q2	$5.09K	Hold	120	–	–	0.01%	517
2025 Q1	$4.92K	Buy	+120	New	+$4.75K	0.01%	501
2024 Q4	–	Sell	-120	Closed	-$4.62K	–	619
2024 Q3	$4.62K	Buy	+120	New	+$4.25K	﹤0.01%	536

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

Financial Network Wealth Advisors's FXU Position: Q2 2026 in Review

Financial Network Wealth Advisors held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q2 2026 at 120 shares worth $5.92K. The position accounts for 0.01% of the portfolio, ranked #544.

Financial Network Wealth Advisors first reported a position in FXU in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.95K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Financial Network Wealth Advisors held 120 shares of First Trust Utilities AlphaDEX Fund worth $5.92K as of Q2 2026.
Financial Network Wealth Advisors left its First Trust Utilities AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #544 holding.
Financial Network Wealth Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
Financial Network Wealth Advisors's First Trust Utilities AlphaDEX Fund position peaked at $5.95K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.