PA
FXU icon

PSI Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

PSI 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
2025
Q1 		– Sell
-7,169
Closed -$271K – 821
2024
Q4 		$271K Buy
7,169
+49
+0.7% +$1.9K 0.08% 111
2024
Q3 		$274K Buy
7,120
+48
+0.7% +$1.7K 0.08% 115
2024
Q2 		$234K Buy
7,072
+46
+0.7% +$1.53K 0.07% 123
2024
Q1 		$228K Sell
7,026
-211
-3% -$6.51K 0.08% 121
2023
Q4 		$229K Sell
7,237
-310
-4% -$9.24K 0.09% 118
2023
Q3 		$216K Sell
7,547
-613
-8% -$19.1K 0.09% 112
2023
Q2 		$259K Sell
8,160
-92
-1% -$2.98K 0.11% 101
2023
Q1 		$271K Buy
8,252
+35
+0.4% +$1.14K 0.13% 91
2022
Q4 		$273K Buy
8,217
+142
+2% +$4.61K 0.15% 90
2022
Q3 		$247K Buy
8,075
+39
+0.5% +$1.32K 0.13% 101
2022
Q2 		$260K Buy
8,036
+6,346
+376% +$213K 0.13% 111
2022
Q1 		$57K Buy
+1,690
New +$54K 0.02% 254

Other funds holding FXU

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

PSI Advisors's FXU Position: Q1 2025 in Review

PSI Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2025, closing a stake of 7,169 shares — an estimated $271K sold.

PSI Advisors first reported a position in FXU in Q1 2022 and held it in 12 quarters. The position peaked at $274K in Q3 2024. 168 funds tracked by Wall St. Rank hold FXU as of Q1 2025.

  • PSI Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • PSI Advisors sold 7,169 First Trust Utilities AlphaDEX Fund shares in Q1 2025, an estimated $271K.
  • PSI Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2022 and held it in 12 quarters.
  • PSI Advisors's First Trust Utilities AlphaDEX Fund position peaked at $274K in Q3 2024.
  • 168 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.