Focus Partners Wealth
FXU icon

Focus Partners Wealth’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Focus Partners Wealth’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 		$371K Sell
7,517
-255
-3% -$12.5K ﹤0.01% 2134
2026
Q1 		$385K Buy
7,772
+471
+6% +$22.7K ﹤0.01% 2048
2025
Q4 		$329K Buy
7,301
+350
+5% +$16.1K ﹤0.01% 2172
2025
Q3 		$316K Buy
+6,951
New +$306K ﹤0.01% 1814

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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

Focus Partners Wealth's FXU Position: Q2 2026 in Review

Focus Partners Wealth reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 3.3% in Q2 2026, selling an estimated $12.5K and leaving 7,517 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #2134.

Focus Partners Wealth first reported a position in FXU in Q3 2025 and has held it in 4 quarters since. The position peaked at $385K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Focus Partners Wealth held 7,517 shares of First Trust Utilities AlphaDEX Fund worth $371K as of Q2 2026.
  • Focus Partners Wealth sold 255 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $12.5K.
  • First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2134 holding.
  • Focus Partners Wealth first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's First Trust Utilities AlphaDEX Fund position peaked at $385K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.