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 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Physician Wealth Advisors's FXU Position: Q1 2026 in Review

Physician Wealth Advisors held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q1 2026 at 154 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Physician Wealth Advisors first reported a position in FXU in Q4 2024 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Physician Wealth Advisors held 154 shares of First Trust Utilities AlphaDEX Fund worth $7.64K as of Q1 2026.
Physician Wealth Advisors left its First Trust Utilities AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #877 holding.
Physician Wealth Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.