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Ocean Park Asset Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Ocean Park 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
2026
Q2 		– Sell
-85,904
Closed -$4.26M – 85
2026
Q1 		$4.26M Buy
+85,904
New +$4.14M 0.25% 38

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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

Ocean Park Asset Management's FXU Position: Q2 2026 in Review

Ocean Park Asset Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026, closing a stake of 85,904 shares — an estimated $4.26M sold.

Ocean Park Asset Management first reported a position in FXU in Q1 2026 and held it in 1 quarter. The position peaked at $4.26M in Q1 2026. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Ocean Park Asset Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Ocean Park Asset Management sold 85,904 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $4.26M.
  • Ocean Park Asset Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Ocean Park Asset Management's First Trust Utilities AlphaDEX Fund position peaked at $4.26M in Q1 2026.
  • 197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.