Proactive Wealth Strategies’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Proactive Wealth Strategies’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 Q3	$1.54M	Sell	34,976 -821	-2%	-$39.2K	0.24%	95
2026 Q2	$1.77M	Sell	35,797 -94	-0.3%	-$4.6K	0.28%	86
2026 Q1	$1.78M	Sell	35,891 -18,323	-34%	-$882K	0.33%	73
2025 Q4	$2.44M	Sell	54,214 -1,192	-2%	-$54.9K	0.97%	34
2025 Q3	$2.52M	Sell	55,406 -844	-2%	-$37.2K	1.08%	30
2025 Q2	$2.38M	Sell	56,250 -1,203	-2%	-$50K	1.13%	28
2025 Q1	$2.36M	Buy	57,453 +34,964	+155%	+$1.38M	1.26%	28
2024 Q4	$851K	Buy	22,489 +2,325	+12%	+$90.1K	0.44%	60
2024 Q3	$776K	Buy	+20,164	New	+$715K	0.43%	62

Other funds holding FXU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Proactive Wealth Strategies's FXU Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 2.3% in Q3 2026, selling an estimated $39.2K and leaving 34,976 shares worth $1.54M. The position accounts for 0.24% of the portfolio, ranked #95.

Proactive Wealth Strategies first reported a position in FXU in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.52M in Q3 2025. 114 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

Proactive Wealth Strategies held 34,976 shares of First Trust Utilities AlphaDEX Fund worth $1.54M as of Q3 2026.
Proactive Wealth Strategies sold 821 First Trust Utilities AlphaDEX Fund shares in Q3 2026, an estimated $39.2K.
First Trust Utilities AlphaDEX Fund made up 0.24% of Proactive Wealth Strategies's portfolio in Q3 2026, its #95 holding.
Proactive Wealth Strategies first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Utilities AlphaDEX Fund position peaked at $2.52M in Q3 2025.
114 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.