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

HighTower 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	$330K	Buy	6,691 +1,634	+32%	+$79.9K	﹤0.01%	3132
2026 Q1	$251K	Buy	5,057 +152	+3%	+$7.32K	﹤0.01%	3314
2025 Q4	$221K	Buy	4,905 +389	+9%	+$17.9K	﹤0.01%	3288
2025 Q3	$205K	Buy	+4,516	New	+$199K	﹤0.01%	3352
2023 Q1	–	Sell	-47,920	Closed	-$1.59M	–	3518
2022 Q4	$1.59M	Buy	47,920 +39,262	+453%	+$1.28M	﹤0.01%	1405
2022 Q3	$263K	Buy	+8,658	New	+$294K	﹤0.01%	2432
2021 Q4	–	Sell	-150,389	Closed	-$4.45M	–	3362
2021 Q3	$4.45M	Buy	+150,389	New	+$4.67M	0.01%	871
2020 Q2	–	Sell	-46,915	Closed	-$1.15M	–	2467
2020 Q1	$1.15M	Sell	46,915 -89,400	-66%	-$2.53M	0.01%	947
2019 Q4	$3.99M	Sell	136,315 -3,688	-3%	-$107K	0.02%	628
2019 Q3	$4.15M	Sell	140,003 -232,450	-62%	-$6.74M	0.02%	626
2019 Q2	$10.7M	Buy	372,453 +58,592	+19%	+$1.67M	0.06%	317
2019 Q1	$8.88M	Buy	313,861 +71,120	+29%	+$1.98M	0.06%	329
2018 Q4	$6.51M	Buy	242,741 +7,418	+3%	+$207K	0.05%	381
2018 Q3	$6.51M	Buy	235,323 +8,969	+4%	+$243K	0.05%	426
2018 Q2	$5.95M	Buy	226,354 +215,308	+1,949%	+$5.51M	0.05%	436
2018 Q1	$279K	Buy	+11,046	New	+$277K	﹤0.01%	1708
2017 Q4	–	Sell	-142,822	Closed	-$3.86M	–	2317
2017 Q3	$3.86M	Buy	142,822 +10,232	+8%	+$282K	0.03%	571
2017 Q2	$3.6M	Buy	132,590 +12,938	+11%	+$357K	0.03%	589
2017 Q1	$3.28M	Buy	+119,652	New	+$3.26M	0.03%	582
2016 Q1	–	Sell	-20,110	Closed	-$450K	–	2103
2015 Q4	$450K	Sell	20,110 -1,767	-8%	-$40.1K	0.01%	1369
2015 Q3	$495K	Buy	21,877 +20,087	+1,122%	+$453K	0.01%	1205
2015 Q2	$501K	Sell	1,790 -20,696	-92%	-$485K	0.01%	1012
2015 Q1	$532K	Buy	22,486 +719	+3%	+$17.7K	0.01%	1047
2014 Q4	$542K	Hold	21,767	–	–	0.01%	1021
2014 Q3	$493K	Hold	21,767	–	–	0.01%	1025
2014 Q2	$519K	Buy	+21,767	New	+$497K	0.01%	1041

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

HighTower Advisors's FXU Position: Q2 2026 in Review

HighTower Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 32% in Q2 2026, buying an estimated $79.9K and bringing the position to 6,691 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

HighTower Advisors first reported a position in FXU in Q2 2014 and has held it in 26 quarters since. The position peaked at $10.7M in Q2 2019. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

HighTower Advisors held 6,691 shares of First Trust Utilities AlphaDEX Fund worth $330K as of Q2 2026.
HighTower Advisors bought 1,634 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $79.9K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3132 holding.
HighTower Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2014 and has held it in 26 quarters since.
HighTower Advisors's First Trust Utilities AlphaDEX Fund position peaked at $10.7M in Q2 2019.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.