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Persium Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Persium Advisors’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
Q3 		– Sell
-10,650
Closed -$525K – 72
2026
Q2 		$525K Buy
+10,650
New +$521K 0.34% 51

Other funds holding FXU

SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
WCM
Winebrenner Capital Management Louisville, Kentucky $155M AUM 8.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Persium Advisors's FXU Position: Q3 2026 in Review

Persium Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q3 2026, closing a stake of 10,650 shares — an estimated $525K sold.

Persium Advisors first reported a position in FXU in Q2 2026 and held it in 1 quarter. The position peaked at $525K in Q2 2026. 9 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

  • Persium Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
  • Persium Advisors sold 10,650 First Trust Utilities AlphaDEX Fund shares in Q3 2026, an estimated $525K.
  • Persium Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2026 and held it in 1 quarter.
  • Persium Advisors's First Trust Utilities AlphaDEX Fund position peaked at $525K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on Persium Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.