Mercer Global Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Mercer Global Advisors’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	–	Sell	-4,762	Closed	-$214K	–	3268
2025 Q4	$214K	Buy	+4,762	New	+$219K	﹤0.01%	2509
2024 Q4	–	Sell	-6,096	Closed	-$236K	–	2173
2024 Q3	$236K	Buy	+6,096	New	+$216K	﹤0.01%	1725
2023 Q1	–	Sell	-6,788	Closed	-$225K	–	1983
2022 Q4	$225K	Buy	+6,788	New	+$221K	﹤0.01%	1648

Other funds holding FXU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mercer Global Advisors's FXU Position: Q1 2026 in Review

Mercer Global Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2026, closing a stake of 4,762 shares — an estimated $214K sold.

Mercer Global Advisors first reported a position in FXU in Q4 2022 and held it in 3 quarters. The position peaked at $236K in Q3 2024. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Mercer Global Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Mercer Global Advisors sold 4,762 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $214K.
Mercer Global Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2022 and held it in 3 quarters.
Mercer Global Advisors's First Trust Utilities AlphaDEX Fund position peaked at $236K in Q3 2024.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.