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 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

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

PKS Advisory Services's FXU Position: Q1 2026 in Review

PKS Advisory Services increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 6.6% in Q1 2026, buying an estimated $114K and bringing the position to 38,135 shares worth $1.89M. The position accounts for 0.44% of the portfolio, ranked #49.

PKS Advisory Services 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.

PKS Advisory Services held 38,135 shares of First Trust Utilities AlphaDEX Fund worth $1.89M as of Q1 2026.
PKS Advisory Services bought 2,359 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $114K.
First Trust Utilities AlphaDEX Fund made up 0.44% of PKS Advisory Services's portfolio in Q1 2026, its #49 holding.
PKS Advisory Services 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 PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.