Founders Financial Alliance’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Founders Financial Alliance’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	$24.7K	Buy	500 +458	+1,090%	+$22.4K	﹤0.01%	618
2026 Q1	$2.08K	Hold	42	–	–	﹤0.01%	713
2025 Q4	$1.89K	Buy	+42	New	+$1.94K	﹤0.01%	583
2021 Q3	–	Sell	-26	Closed	-$1K	–	467
2021 Q2	$1K	Buy	+26	New	+$796	﹤0.01%	471
2021 Q1	–	Sell	-2,724	Closed	-$76K	–	474
2020 Q4	$76K	Buy	2,724 +5	+0.2%	+$142	0.04%	267
2020 Q3	$71K	Buy	+2,719	New	+$72.9K	0.04%	321

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

Founders Financial Alliance's FXU Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 1,090% in Q2 2026, buying an estimated $22.4K and bringing the position to 500 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Founders Financial Alliance first reported a position in FXU in Q3 2020 and has held it in 6 quarters since. The position peaked at $76K in Q4 2020. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Founders Financial Alliance held 500 shares of First Trust Utilities AlphaDEX Fund worth $24.7K as of Q2 2026.
Founders Financial Alliance bought 458 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $22.4K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #618 holding.
Founders Financial Alliance first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2020 and has held it in 6 quarters since.
Founders Financial Alliance's First Trust Utilities AlphaDEX Fund position peaked at $76K in Q4 2020.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.