MGO One Seven’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

MGO One Seven’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	$301K	Buy	6,062 +1,025	+20%	+$49.4K	0.01%	1132
2025 Q4	$227K	Sell	5,037 -246	-5%	-$11.3K	﹤0.01%	1264
2025 Q3	$240K	Buy	5,283 +99	+2%	+$4.36K	0.01%	1147
2025 Q2	$220K	Sell	5,184 -30	-0.6%	-$1.25K	0.01%	1098
2025 Q1	$214K	Buy	+5,214	New	+$206K	0.01%	999
2020 Q2	–	Sell	-26,373	Closed	-$647K	–	464
2020 Q1	$647K	Sell	26,373 -3,435	-12%	-$97.4K	0.22%	124
2019 Q4	$870K	Sell	29,808 -1,157	-4%	-$33.6K	0.23%	115
2019 Q3	$918K	Sell	30,965 -1,324	-4%	-$38.4K	0.26%	102
2019 Q2	$927K	Buy	+32,289	New	+$919K	0.3%	92
2019 Q1	–	Sell	-3,154	Closed	-$84K	–	862
2018 Q4	$84K	Buy	+3,154	New	+$88.2K	0.04%	510
2018 Q1	$70K	Sell	2,776 -433	-13%	-$10.9K	0.03%	527
2017 Q4	$83K	Buy	+3,209	New	+$87.1K	0.04%	477

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

MGO One Seven's FXU Position: Q1 2026 in Review

MGO One Seven increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 20% in Q1 2026, buying an estimated $49.4K and bringing the position to 6,062 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #1132.

MGO One Seven first reported a position in FXU in Q4 2017 and has held it in 12 quarters since. The position peaked at $927K in Q2 2019. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

MGO One Seven held 6,062 shares of First Trust Utilities AlphaDEX Fund worth $301K as of Q1 2026.
MGO One Seven bought 1,025 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $49.4K.
First Trust Utilities AlphaDEX Fund made up 0.01% of MGO One Seven's portfolio in Q1 2026, its #1132 holding.
MGO One Seven first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2017 and has held it in 12 quarters since.
MGO One Seven's First Trust Utilities AlphaDEX Fund position peaked at $927K in Q2 2019.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.