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

Nova 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	$179K	Sell	3,625 -8	-0.2%	-$391	0.1%	145
2026 Q1	$180K	Sell	3,633 -381	-9%	-$18.3K	0.12%	134
2025 Q4	$181K	Sell	4,014 -61	-1%	-$2.81K	0.12%	134
2025 Q3	$185K	Sell	4,075 -74	-2%	-$3.26K	0.13%	136
2025 Q2	$176K	Buy	4,149 +417	+11%	+$17.3K	0.13%	139
2025 Q1	$153K	Sell	3,732 -2	-0.1%	-$79	0.13%	132
2024 Q4	$141K	Buy	+3,734	New	+$145K	0.12%	125

Other funds holding FXU

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return