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

Physician Wealth 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 Q2	$7.6K	Hold	154	–	–	﹤0.01%	953
2026 Q1	$7.64K	Hold	154	–	–	﹤0.01%	877
2025 Q4	$6.93K	Hold	154	–	–	﹤0.01%	877
2025 Q3	$7K	Hold	154	–	–	﹤0.01%	844
2025 Q2	$6.53K	Hold	154	–	–	﹤0.01%	737
2025 Q1	$6.32K	Hold	154	–	–	﹤0.01%	693
2024 Q4	$5.83K	Buy	+154	New	+$5.97K	﹤0.01%	707

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

Physician Wealth Advisors's FXU Position: Q2 2026 in Review

Physician Wealth Advisors held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q2 2026 at 154 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

Physician Wealth Advisors first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.64K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Physician Wealth Advisors held 154 shares of First Trust Utilities AlphaDEX Fund worth $7.6K as of Q2 2026.
Physician Wealth Advisors left its First Trust Utilities AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #953 holding.
Physician Wealth Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's First Trust Utilities AlphaDEX Fund position peaked at $7.64K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.