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Retirement Planning Group (Kansas)’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		$273K Sell
5,507
-131
-2% -$6.31K 0.01% 415
2025
Q4 		$254K Buy
5,638
+485
+9% +$22.3K 0.01% 366
2025
Q3 		$234K Buy
+5,153
New +$227K 0.01% 368

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FXU Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 2.3% in Q1 2026, selling an estimated $6.31K and leaving 5,507 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #415.

Retirement Planning Group (Kansas) first reported a position in FXU in Q3 2025 and has held it in 3 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

  • Retirement Planning Group (Kansas) held 5,507 shares of First Trust Utilities AlphaDEX Fund worth $273K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 131 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $6.31K.
  • First Trust Utilities AlphaDEX Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #415 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • 196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.