Renaissance Technologies
FXU icon

Renaissance Technologies’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Renaissance Technologies’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
Q4 		– Sell
-5,400
Closed -$245K – 3413
2025
Q3 		$245K Sell
5,400
-14,000
-72% -$617K ﹤0.01% 3077
2025
Q2 		$822K Buy
+19,400
New +$806K ﹤0.01% 2602

Other funds holding FXU

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Renaissance Technologies's FXU Position: Q4 2025 in Review

Renaissance Technologies sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, closing a stake of 5,400 shares — an estimated $245K sold.

Renaissance Technologies first reported a position in FXU in Q2 2025 and held it in 2 quarters. The position peaked at $822K in Q2 2025. 199 funds tracked by Wall St. Rank hold FXU as of Q4 2025.

  • Renaissance Technologies reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Renaissance Technologies sold 5,400 First Trust Utilities AlphaDEX Fund shares in Q4 2025, an estimated $245K.
  • Renaissance Technologies first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Renaissance Technologies's First Trust Utilities AlphaDEX Fund position peaked at $822K in Q2 2025.
  • 199 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.