FFS
FXU icon

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

Founders Financial Securities’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
2020
Q2 		– Sell
-8,165
Closed -$200K – 179
2020
Q1 		$200K Sell
8,165
-11,114
-58% -$315K 0.07% 122
2019
Q4 		$563K Sell
19,279
-2,821
-13% -$81.8K 0.19% 76
2019
Q3 		$655K Sell
22,100
-4,781
-18% -$139K 0.21% 77
2019
Q2 		$772K Buy
+26,881
New +$765K 0.25% 63
2017
Q4 		– Sell
-22,797
Closed -$616K – 99
2017
Q3 		$616K Sell
22,797
-495
-2% -$13.6K 0.22% 65
2017
Q2 		$633K Sell
23,292
-766
-3% -$21.1K 0.24% 65
2017
Q1 		$659K Sell
24,058
-1,616
-6% -$44K 0.25% 58
2016
Q4 		$686K Sell
25,674
-554
-2% -$14.4K 0.29% 43
2016
Q3 		$680K Sell
26,228
-256
-1% -$6.83K 0.29% 54
2016
Q2 		$716K Buy
26,484
+476
+2% +$12.2K 0.33% 47
2016
Q1 		$676K Buy
+26,008
New +$614K 0.32% 42

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Founders Financial Securities's FXU Position: Q2 2020 in Review

Founders Financial Securities sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2020, closing a stake of 8,165 shares — an estimated $200K sold.

Founders Financial Securities first reported a position in FXU in Q1 2016 and held it in 11 quarters. The position peaked at $772K in Q2 2019. 79 funds tracked by Wall St. Rank hold FXU as of Q2 2020.

  • Founders Financial Securities reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Founders Financial Securities sold 8,165 First Trust Utilities AlphaDEX Fund shares in Q2 2020, an estimated $200K.
  • Founders Financial Securities first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2016 and held it in 11 quarters.
  • Founders Financial Securities's First Trust Utilities AlphaDEX Fund position peaked at $772K in Q2 2019.
  • 79 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2020.

Based on Founders Financial Securities's 13F filing for Q2 2020, filed 12 Aug 2020.