Moloney Securities Asset Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Moloney Securities Asset 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
2025 Q3	$333K	Buy	+7,326	New	+$323K	0.04%	341
2023 Q4	–	Sell	-13,646	Closed	-$390K	–	457
2023 Q3	$390K	Sell	13,646 -6,727	-33%	-$210K	0.07%	263
2023 Q2	$648K	Sell	20,373 -577	-3%	-$18.7K	0.11%	212
2023 Q1	$688K	Buy	20,950 +1,220	+6%	+$39.8K	0.13%	193
2022 Q4	$655K	Buy	19,730 +2,590	+15%	+$84.1K	0.14%	188
2022 Q3	$524K	Buy	17,140 +3,355	+24%	+$114K	0.13%	199
2022 Q2	$445K	Buy	+13,785	New	+$463K	0.1%	216

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Moloney Securities Asset Management's FXU Position: Q3 2025 in Review

Moloney Securities Asset Management opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q3 2025: 7,326 shares worth $333K. The stake represents 0.04% of the portfolio and ranks #341 among its holdings. This is a return to the name: Moloney Securities Asset Management previously reported a position in FXU as recently as Q3 2023.

Moloney Securities Asset Management first reported a position in FXU in Q2 2022 and has held it in 7 quarters since. The position peaked at $688K in Q1 2023. 190 funds tracked by Wall St. Rank hold FXU as of Q3 2025.

Moloney Securities Asset Management held 7,326 shares of First Trust Utilities AlphaDEX Fund worth $333K as of Q3 2025.
First Trust Utilities AlphaDEX Fund was a new Moloney Securities Asset Management position in Q3 2025.
First Trust Utilities AlphaDEX Fund made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #341 holding.
Moloney Securities Asset Management first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2022 and has held it in 7 quarters since.
Moloney Securities Asset Management's First Trust Utilities AlphaDEX Fund position peaked at $688K in Q1 2023.
190 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.