Nations Financial Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Nations Financial Group’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	$1.34M	Buy	27,060 +305	+1%	+$14.9K	0.06%	307
2026 Q1	$1.33M	Buy	26,755 +1,075	+4%	+$51.8K	0.07%	303
2025 Q4	$1.16M	Buy	25,680 +5,972	+30%	+$275K	0.06%	312
2025 Q3	$896K	Hold	19,708	–	–	0.06%	345
2025 Q2	$835K	Buy	19,708 +10,767	+120%	+$447K	0.06%	333
2025 Q1	$367K	Buy	8,941 +1,719	+24%	+$68K	0.03%	497
2024 Q4	$273K	Buy	+7,222	New	+$280K	0.02%	570

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

Nations Financial Group's FXU Position: Q2 2026 in Review

Nations Financial Group increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 1.1% in Q2 2026, buying an estimated $14.9K and bringing the position to 27,060 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #307.

Nations Financial Group first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Nations Financial Group held 27,060 shares of First Trust Utilities AlphaDEX Fund worth $1.34M as of Q2 2026.
Nations Financial Group bought 305 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $14.9K.
First Trust Utilities AlphaDEX Fund made up 0.06% of Nations Financial Group's portfolio in Q2 2026, its #307 holding.
Nations Financial Group first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.