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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
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 $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Mosley Wealth Management increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 0.8% in Q2 2026, buying an estimated $49 and bringing the position to 126 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Mosley Wealth Management first reported a position in FXU in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Mosley Wealth Management held 126 shares of First Trust Utilities AlphaDEX Fund worth $6.22K as of Q2 2026.
  • Mosley Wealth Management bought 1 First Trust Utilities AlphaDEX Fund share in Q2 2026, an estimated $49.
  • First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #417 holding.
  • Mosley Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.