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

First Command 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
2026 Q2	$17.1K	Hold	346	–	–	﹤0.01%	691
2026 Q1	$17.2K	Hold	346	–	–	﹤0.01%	525
2025 Q4	$15.6K	Hold	346	–	–	﹤0.01%	438
2025 Q3	$15.7K	Hold	346	–	–	﹤0.01%	403
2025 Q2	$14.7K	Buy	+346	New	+$14.4K	﹤0.01%	387

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

First Command Advisory Services's FXU Position: Q2 2026 in Review

First Command Advisory Services held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q2 2026 at 346 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

First Command Advisory Services first reported a position in FXU in Q2 2025 and has held it in 5 quarters since. The position peaked at $17.2K in Q1 2026. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

First Command Advisory Services held 346 shares of First Trust Utilities AlphaDEX Fund worth $17.1K as of Q2 2026.
First Command Advisory Services left its First Trust Utilities AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #691 holding.
First Command Advisory Services first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
First Command Advisory Services's First Trust Utilities AlphaDEX Fund position peaked at $17.2K in Q1 2026.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.