Mosley Wealth Management
FXU icon

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

Mosley 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
Q3 		$5.86K Buy
127
+1
+0.8% +$48 ﹤0.01% 415
2026
Q2 		$6.22K Buy
126
+1
+0.8% +$49 ﹤0.01% 417
2026
Q1 		$5.68K Buy
+125
New +$6.02K ﹤0.01% 335

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mosley Wealth Management's FXU Position: Q3 2026 in Review

Mosley Wealth Management increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 0.79% in Q3 2026, buying an estimated $48 and bringing the position to 127 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Mosley Wealth Management first reported a position in FXU in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.22K in Q2 2026. 135 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

  • Mosley Wealth Management held 127 shares of First Trust Utilities AlphaDEX Fund worth $5.86K as of Q3 2026.
  • Mosley Wealth Management bought 1 First Trust Utilities AlphaDEX Fund share in Q3 2026, an estimated $48.
  • First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #415 holding.
  • Mosley Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $6.22K in Q2 2026.
  • 135 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.