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 Q2	$249K	Sell	5,038 -469	-9%	-$22.9K	0.01%	477
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Retirement Planning Group (Kansas)'s FXU Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 8.5% in Q2 2026, selling an estimated $22.9K and leaving 5,038 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #477.

Retirement Planning Group (Kansas) first reported a position in FXU in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Retirement Planning Group (Kansas) held 5,038 shares of First Trust Utilities AlphaDEX Fund worth $249K as of Q2 2026.
Retirement Planning Group (Kansas) sold 469 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $22.9K.
First Trust Utilities AlphaDEX Fund made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #477 holding.
Retirement Planning Group (Kansas) first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
Retirement Planning Group (Kansas)'s First Trust Utilities AlphaDEX Fund position peaked at $273K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.