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LFG
Larson Financial Group’s
First Trust Utilities AlphaDEX Fund
FXU
Stock Holding History
Larson Financial Group’s Portfolio
FXU Stock Details
FXU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-119
Closed
-$5.41K
–
3537
2025
Q3
$5.41K
Buy
+119
New
+$5.24K
﹤0.01%
2328
2021
Q2
–
Sell
-52
Closed
-$2K
–
860
2021
Q1
$2K
Buy
52
+4
+8%
+$113
﹤0.01%
709
2020
Q4
$1K
Buy
48
+6
+14%
+$170
﹤0.01%
697
2020
Q3
$1K
Buy
42
+9
+27%
+$241
﹤0.01%
660
2020
Q2
$1K
Buy
33
+7
+27%
+$184
﹤0.01%
617
2020
Q1
$1K
Buy
+26
New
+$737
﹤0.01%
478
2019
Q3
–
Sell
-7
Closed
–
–
568
2019
Q2
$0
Buy
+7
New
+$199
﹤0.01%
518
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NP
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ASN
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$7.52B AUM
29.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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