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Greenup Street Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Greenup Street Wealth Management’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 		– Sell
-81,616
Closed -$3.71M – 142
2025
Q3 		$3.71M Buy
81,616
+2,041
+3% +$89.9K 0.57% 35
2025
Q2 		$3.37M Buy
79,575
+6,035
+8% +$251K 0.59% 36
2025
Q1 		$3.02M Buy
+73,540
New +$2.91M 0.6% 33

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Greenup Street Wealth Management's FXU Position: Q4 2025 in Review

Greenup Street Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, closing a stake of 81,616 shares — an estimated $3.71M sold.

Greenup Street Wealth Management first reported a position in FXU in Q1 2025 and held it in 3 quarters. The position peaked at $3.71M in Q3 2025. 199 funds tracked by Wall St. Rank hold FXU as of Q4 2025.

  • Greenup Street Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Greenup Street Wealth Management sold 81,616 First Trust Utilities AlphaDEX Fund shares in Q4 2025, an estimated $3.71M.
  • Greenup Street Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and held it in 3 quarters.
  • Greenup Street Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $3.71M in Q3 2025.
  • 199 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2025.

Based on Greenup Street Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.