Legacy Investment Solutions’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Legacy Investment Solutions’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 Q2	$2.54K	Buy	+60	New	+$2.49K	﹤0.01%	475

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Legacy Investment Solutions's FXU Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2025: 60 shares worth $2.54K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings.

198 funds tracked by Wall St. Rank hold FXU as of Q2 2025.

Legacy Investment Solutions held 60 shares of First Trust Utilities AlphaDEX Fund worth $2.54K as of Q2 2025.
First Trust Utilities AlphaDEX Fund was a new Legacy Investment Solutions position in Q2 2025.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #475 holding.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.