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

Kingswood Wealth 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	$1.24M	Buy	25,095 +10,859	+76%	+$531K	0.05%	361
2026 Q1	$706K	Sell	14,236 -25,473	-64%	-$1.23M	0.03%	459
2025 Q4	$1.79M	Buy	39,709 +8,144	+26%	+$375K	0.09%	235
2025 Q3	$1.43M	Buy	31,565 +15,826	+101%	+$697K	0.09%	237
2025 Q2	$667K	Buy	15,739 +4,086	+35%	+$170K	0.05%	346
2025 Q1	$478K	Sell	11,653 -5,343	-31%	-$211K	0.04%	407
2024 Q4	$643K	Sell	16,996 -10,150	-37%	-$393K	0.05%	369
2024 Q3	$1.04M	Buy	+27,146	New	+$962K	0.07%	283

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

Kingswood Wealth Advisors's FXU Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 76% in Q2 2026, buying an estimated $531K and bringing the position to 25,095 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #361.

Kingswood Wealth Advisors first reported a position in FXU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2025. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Kingswood Wealth Advisors held 25,095 shares of First Trust Utilities AlphaDEX Fund worth $1.24M as of Q2 2026.
Kingswood Wealth Advisors bought 10,859 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $531K.
First Trust Utilities AlphaDEX Fund made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #361 holding.
Kingswood Wealth Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's First Trust Utilities AlphaDEX Fund position peaked at $1.79M in Q4 2025.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.