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

Resurgent Financial 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
2026
Q2 		$673K Buy
13,641
+579
+4% +$28.3K 0.19% 124
2026
Q1 		$648K Buy
13,062
+2,876
+28% +$138K 0.23% 104
2025
Q4 		$458K Buy
+10,186
New +$469K 0.23% 126

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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

Resurgent Financial Advisors's FXU Position: Q2 2026 in Review

Resurgent Financial Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 4.4% in Q2 2026, buying an estimated $28.3K and bringing the position to 13,641 shares worth $673K. The position accounts for 0.19% of the portfolio, ranked #124.

Resurgent Financial Advisors first reported a position in FXU in Q4 2025 and has held it in 3 quarters since. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Resurgent Financial Advisors held 13,641 shares of First Trust Utilities AlphaDEX Fund worth $673K as of Q2 2026.
  • Resurgent Financial Advisors bought 579 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $28.3K.
  • First Trust Utilities AlphaDEX Fund made up 0.19% of Resurgent Financial Advisors's portfolio in Q2 2026, its #124 holding.
  • Resurgent Financial Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.