Meridian Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Meridian Wealth 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	$449K	Sell	9,091 -1,221	-12%	-$59.7K	0.01%	571
2026 Q1	$511K	Hold	10,312	–	–	0.02%	509
2025 Q4	$464K	Hold	10,312	–	–	0.02%	518
2025 Q3	$469K	Hold	10,312	–	–	0.02%	493
2025 Q2	$437K	Sell	10,312 -100	-1%	-$4.15K	0.02%	482
2025 Q1	$427K	Hold	10,412	–	–	0.02%	438
2024 Q4	$394K	Sell	10,412 -251	-2%	-$9.73K	0.02%	470
2024 Q3	$410K	Hold	10,663	–	–	0.02%	453
2024 Q2	$353K	Buy	+10,663	New	+$356K	0.04%	215
2024 Q1	–	Sell	-10,663	Closed	-$338K	–	318
2023 Q4	$338K	Sell	10,663 -1,663	-13%	-$49.6K	0.02%	473
2023 Q3	$352K	Hold	12,326	–	–	0.02%	429
2023 Q2	$392K	Hold	12,326	–	–	0.03%	374
2023 Q1	$405K	Hold	12,326	–	–	0.04%	355
2022 Q4	$409K	Hold	12,326	–	–	0.04%	345
2022 Q3	$377K	Hold	12,326	–	–	0.04%	322
2022 Q2	$398K	Hold	12,326	–	–	0.03%	393
2022 Q1	$419K	Hold	12,326	–	–	0.05%	265
2021 Q4	$403K	Hold	12,326	–	–	0.04%	273
2021 Q3	$365K	Buy	12,326 +471	+4%	+$14.6K	0.05%	276
2021 Q2	$355K	Hold	11,855	–	–	0.05%	278
2021 Q1	$353K	Hold	11,855	–	–	0.05%	262
2020 Q4	$336K	Buy	+11,855	New	+$336K	0.05%	245

Other funds holding FXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Meridian Wealth Management's FXU Position: Q2 2026 in Review

Meridian Wealth Management reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 12% in Q2 2026, selling an estimated $59.7K and leaving 9,091 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #571.

Meridian Wealth Management first reported a position in FXU in Q4 2020 and has held it in 22 quarters since. The position peaked at $511K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Meridian Wealth Management held 9,091 shares of First Trust Utilities AlphaDEX Fund worth $449K as of Q2 2026.
Meridian Wealth Management sold 1,221 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $59.7K.
First Trust Utilities AlphaDEX Fund made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #571 holding.
Meridian Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2020 and has held it in 22 quarters since.
Meridian Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $511K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.