Marshall Wace
FXU icon

Marshall Wace’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Marshall Wace’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
Q3 		– Sell
-14,374
Closed -$609K – 3053
2025
Q2 		$609K Buy
+14,374
New +$597K ﹤0.01% 2074

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Marshall Wace's FXU Position: Q3 2025 in Review

Marshall Wace sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2025, closing a stake of 14,374 shares — an estimated $609K sold.

Marshall Wace first reported a position in FXU in Q2 2025 and held it in 1 quarter. The position peaked at $609K in Q2 2025. 190 funds tracked by Wall St. Rank hold FXU as of Q3 2025.

  • Marshall Wace reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Marshall Wace sold 14,374 First Trust Utilities AlphaDEX Fund shares in Q3 2025, an estimated $609K.
  • Marshall Wace first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Marshall Wace's First Trust Utilities AlphaDEX Fund position peaked at $609K in Q2 2025.
  • 190 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2025.

Based on Marshall Wace's 13F filing for Q3 2025, filed 13 Nov 2025.