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Regatta Research & Money Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Regatta Research & Money Management’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 		$40.4K Buy
+818
New +$40K 0.04% 296

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Regatta Research & Money Management's FXU Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 818 shares worth $40.4K. The stake represents 0.04% of the portfolio and ranks #296 among its holdings.

151 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Regatta Research & Money Management held 818 shares of First Trust Utilities AlphaDEX Fund worth $40.4K as of Q2 2026.
  • First Trust Utilities AlphaDEX Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Utilities AlphaDEX Fund made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #296 holding.
  • 151 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.