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

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

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Larson Financial Group's FXU Position: Q4 2025 in Review

Larson Financial Group sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, closing a stake of 119 shares — an estimated $5.41K sold.

Larson Financial Group first reported a position in FXU in Q2 2019 and held it in 7 quarters. The position peaked at $5.41K in Q3 2025. 199 funds tracked by Wall St. Rank hold FXU as of Q4 2025.

Larson Financial Group reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Larson Financial Group sold 119 First Trust Utilities AlphaDEX Fund shares in Q4 2025, an estimated $5.41K.
Larson Financial Group first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2019 and held it in 7 quarters.
Larson Financial Group's First Trust Utilities AlphaDEX Fund position peaked at $5.41K in Q3 2025.
199 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.