MHR
FXU icon

Matthew Hamilton Rosenberg’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Matthew Hamilton Rosenberg’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 		– Sell
-200
Closed -$8.2K – 840
2025
Q1 		$8.2K Buy
+200
New +$7.92K ﹤0.01% 662

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
UBS Group
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Matthew Hamilton Rosenberg's FXU Position: Q2 2025 in Review

Matthew Hamilton Rosenberg sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2025, closing a stake of 200 shares — an estimated $8.2K sold.

Matthew Hamilton Rosenberg first reported a position in FXU in Q1 2025 and held it in 1 quarter. The position peaked at $8.2K in Q1 2025. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2025.

  • Matthew Hamilton Rosenberg reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Matthew Hamilton Rosenberg sold 200 First Trust Utilities AlphaDEX Fund shares in Q2 2025, an estimated $8.2K.
  • Matthew Hamilton Rosenberg first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Matthew Hamilton Rosenberg's First Trust Utilities AlphaDEX Fund position peaked at $8.2K in Q1 2025.
  • 198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2025.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2025, filed 28 Jul 2025.