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Kestra Private Wealth Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Kestra Private Wealth Services’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
Q1 		$637K Buy
12,847
+163
+1% +$7.85K 0.01% 1081
2025
Q4 		$571K Sell
12,684
-800
-6% -$36.9K 0.01% 1094
2025
Q3 		$613K Buy
13,484
+898
+7% +$39.5K 0.01% 1005
2025
Q2 		$533K Buy
+12,586
New +$523K 0.01% 1004
2024
Q3 		– Sell
-13,790
Closed -$456K – 1407
2024
Q2 		$456K Buy
+13,790
New +$460K 0.01% 869
2023
Q2 		– Sell
-6,153
Closed -$202K – 1105
2023
Q1 		$202K Buy
6,153
+105
+2% +$3.43K 0.01% 933
2022
Q4 		$201K Buy
+6,048
New +$196K 0.01% 806

Other funds holding FXU

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return