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FXU icon

&Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

&Partners’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
Q1 		$1.23M Sell
24,860
-238,204
-91% -$11.5M 0.01% 1182
2025
Q4 		$11.8M Buy
+263,064
New +$12.1M 0.06% 270
2022
Q2 		– Sell
-7,153
Closed -$243K – 200
2022
Q1 		$243K Sell
7,153
-4,904
-41% -$157K 0.14% 157
2021
Q4 		$394K Hold
12,057
– – 0.24% 96
2021
Q3 		$357K Sell
12,057
-153
-1% -$4.75K 0.23% 98
2021
Q2 		$365K Hold
12,210
– – 0.24% 98
2021
Q1 		$364K Sell
12,210
-620
-5% -$17.6K 0.26% 92
2020
Q4 		$364K Sell
12,830
-767
-6% -$21.7K 0.31% 75
2020
Q3 		$360K Buy
+13,597
New +$364K 0.37% 70

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return