Milestones Private Investment Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Milestones Private Investment 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 Q2	$550K	Sell	11,154 -111,116	-91%	-$5.43M	0.44%	43
2026 Q1	$6.06M	Buy	122,270 +3,892	+3%	+$187K	5.34%	1
2025 Q4	$5.33M	Sell	118,378 -8,157	-6%	-$376K	3.66%	3
2025 Q3	$5.75M	Sell	126,535 -585	-0.5%	-$25.8K	3.93%	2
2025 Q2	$5.39M	Buy	+127,120	New	+$5.28M	3.99%	1

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

Milestones Private Investment Advisors's FXU Position: Q2 2026 in Review

Milestones Private Investment Advisors reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 91% in Q2 2026, selling an estimated $5.43M and leaving 11,154 shares worth $550K. The position accounts for 0.44% of the portfolio, ranked #43.

Milestones Private Investment Advisors first reported a position in FXU in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.06M in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Milestones Private Investment Advisors held 11,154 shares of First Trust Utilities AlphaDEX Fund worth $550K as of Q2 2026.
Milestones Private Investment Advisors sold 111,116 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $5.43M.
First Trust Utilities AlphaDEX Fund made up 0.44% of Milestones Private Investment Advisors's portfolio in Q2 2026, its #43 holding.
Milestones Private Investment Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
Milestones Private Investment Advisors's First Trust Utilities AlphaDEX Fund position peaked at $6.06M in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Milestones Private Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.