Princeton Global Asset Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Princeton Global Asset Management’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	$1.68K	Buy	+34	New	+$1.66K	﹤0.01%	751

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

Princeton Global Asset Management's FXU Position: Q2 2026 in Review

Princeton Global Asset Management opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 34 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings.

198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Princeton Global Asset Management held 34 shares of First Trust Utilities AlphaDEX Fund worth $1.68K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Princeton Global Asset Management position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #751 holding.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.