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

Park Square 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	$25.2K	Sell	511 -313	-38%	-$15.3K	0.23%	33
2026 Q1	$40.9K	Sell	824 -674	-45%	-$32.5K	0.31%	27
2025 Q4	$56.7K	Buy	1,498 +228	+18%	+$10.5K	0.34%	25
2025 Q3	$57.7K	Sell	1,270 -1,705	-57%	-$75.1K	0.25%	31
2025 Q2	$126K	Sell	2,975 -42	-1%	-$1.74K	0.09%	166
2025 Q1	$124K	Sell	3,017 -1,552	-34%	-$61.4K	0.1%	146
2024 Q4	$173K	Buy	+4,569	New	+$177K	0.12%	108

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

Park Square Financial Group's FXU Position: Q2 2026 in Review

Park Square Financial Group reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 38% in Q2 2026, selling an estimated $15.3K and leaving 511 shares worth $25.2K. The position accounts for 0.23% of the portfolio, ranked #33.

Park Square Financial Group first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. The position peaked at $173K in Q4 2024. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Park Square Financial Group held 511 shares of First Trust Utilities AlphaDEX Fund worth $25.2K as of Q2 2026.
Park Square Financial Group sold 313 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $15.3K.
First Trust Utilities AlphaDEX Fund made up 0.23% of Park Square Financial Group's portfolio in Q2 2026, its #33 holding.
Park Square Financial Group first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Park Square Financial Group's First Trust Utilities AlphaDEX Fund position peaked at $173K in Q4 2024.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.