GRP
FXU icon

Global Retirement Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Global Retirement Partners’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
2025
Q4 		$43.4K Sell
963
-538
-36% -$24.8K ﹤0.01% 2440
2025
Q3 		$68.2K Buy
1,501
+253
+20% +$11.1K ﹤0.01% 1725
2025
Q2 		$52.9K Buy
+1,248
New +$51.8K ﹤0.01% 1740
2024
Q4 		$22.7K Buy
600
+250
+71% +$9.69K ﹤0.01% 2022
2024
Q3 		$13.5K Hold
350
– – ﹤0.01% 2167
2024
Q2 		$11.6K Hold
350
– – ﹤0.01% 2251
2024
Q1 		$11.4K Hold
350
– – ﹤0.01% 2069
2023
Q4 		$10.8K Buy
+350
New +$10.4K ﹤0.01% 2045
2020
Q1 		– Sell
-2
Closed – – 1620
2019
Q4 		$0 Hold
2
– – ﹤0.01% 1654
2019
Q3 		$0 Hold
2
– – ﹤0.01% 1628
2019
Q2 		$0 Buy
+2
New +$57 ﹤0.01% 1638

Other funds holding FXU

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return