PKS Advisory Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

PKS Advisory Services’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	$1.93M	Buy	39,106 +971	+3%	+$47.5K	0.31%	65
2026 Q1	$1.89M	Buy	38,135 +2,359	+7%	+$114K	0.44%	49
2025 Q4	$1.61M	Buy	35,776 +9,929	+38%	+$457K	0.37%	58
2025 Q3	$1.17M	Buy	25,847 +1,646	+7%	+$72.5K	0.25%	76
2025 Q2	$1.03M	Buy	24,201 +1,483	+7%	+$61.6K	0.25%	82
2025 Q1	$932K	Buy	22,718 +650	+3%	+$25.7K	0.26%	80
2024 Q4	$835K	Buy	+22,068	New	+$855K	0.21%	88

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

PKS Advisory Services's FXU Position: Q2 2026 in Review

PKS Advisory Services increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 2.5% in Q2 2026, buying an estimated $47.5K and bringing the position to 39,106 shares worth $1.93M. The position accounts for 0.31% of the portfolio, ranked #65.

PKS Advisory Services first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

PKS Advisory Services held 39,106 shares of First Trust Utilities AlphaDEX Fund worth $1.93M as of Q2 2026.
PKS Advisory Services bought 971 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $47.5K.
First Trust Utilities AlphaDEX Fund made up 0.31% of PKS Advisory Services's portfolio in Q2 2026, its #65 holding.
PKS Advisory Services first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.