Jeff Yass’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Jeff Yass’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
2015 Q2	–	Sell	-14,500	Closed	-$343K	–	10201
2015 Q1	$343K	Buy	+14,500	New	+$356K	﹤0.01%	7731
2014 Q3	–	Sell	-18,400	Closed	-$439K	–	9583
2014 Q2	$439K	Buy	+18,400	New	+$420K	﹤0.01%	7729

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

Jeff Yass's FXU Position: Q2 2026 in Review

Jeff Yass opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 7,659 shares worth $378K. The stake represents ﹤0.01% of the portfolio and ranks #10547 among its holdings. This is a return to the name: Jeff Yass previously reported a position in FXU as recently as Q4 2025.

Jeff Yass first reported a position in FXU in Q2 2013 and has held it in 48 quarters since. The position peaked at $168M in Q1 2025. 196 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Jeff Yass held 7,659 shares of First Trust Utilities AlphaDEX Fund worth $378K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Jeff Yass position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10547 holding.
Jeff Yass first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2013 and has held it in 48 quarters since.
Jeff Yass's First Trust Utilities AlphaDEX Fund position peaked at $168M in Q1 2025.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.