Mariner
FXU icon

Mariner’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Mariner’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
Q1 		$207K Sell
4,173
-848
-17% -$40.8K ﹤0.01% 3144
2025
Q4 		$226K Sell
5,021
-474
-9% -$21.8K ﹤0.01% 3082
2025
Q3 		$250K Buy
+5,495
New +$242K ﹤0.01% 2974
2023
Q3 		– Sell
-75,371
Closed -$2.4M – 2951
2023
Q2 		$2.4M Buy
75,371
+7,966
+12% +$258K 0.01% 903
2023
Q1 		$2.21M Sell
67,405
-397
-0.6% -$13K 0.01% 913
2022
Q4 		$2.25M Buy
+67,802
New +$2.2M 0.01% 882
2016
Q4 		– Sell
-188
Closed -$5K – 653
2016
Q3 		$5K Buy
+188
New +$5.02K ﹤0.01% 759

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return