Fortis Group Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Fortis Group 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	$4.79K	Buy	+97	New	+$4.74K	﹤0.01%	450

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

Fortis Group Advisors's FXU Position: Q2 2026 in Review

Fortis Group Advisors opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 97 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #450 among its holdings.

197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Fortis Group Advisors held 97 shares of First Trust Utilities AlphaDEX Fund worth $4.79K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Fortis Group Advisors position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #450 holding.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.