Legacy Wealth Management (Idaho)’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-60	Closed	-$2.98K	–	479
2026 Q1	$2.98K	Hold	60	–	–	﹤0.01%	709
2025 Q4	$2.7K	Hold	60	–	–	﹤0.01%	627
2025 Q3	$2.73K	Hold	60	–	–	﹤0.01%	506
2025 Q2	$2.54K	Buy	+60	New	+$2.49K	﹤0.01%	475

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

Legacy Wealth Management (Idaho)'s FXU Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026, closing a stake of 60 shares — an estimated $2.98K sold.

Legacy Wealth Management (Idaho) first reported a position in FXU in Q2 2025 and held it in 4 quarters. The position peaked at $2.98K in Q1 2026. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 60 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $2.98K.
Legacy Wealth Management (Idaho) first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and held it in 4 quarters.
Legacy Wealth Management (Idaho)'s First Trust Utilities AlphaDEX Fund position peaked at $2.98K in Q1 2026.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.