Risk Paradigm Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Risk Paradigm Group’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	$384K	Buy	7,786 +754	+11%	+$36.9K	0.3%	47
2026 Q1	$349K	Sell	7,032 -3,534	-33%	-$170K	0.3%	44
2025 Q4	$476K	Buy	+10,566	New	+$487K	0.46%	43
2018 Q2	–	Sell	-472	Closed	-$12K	–	135
2018 Q1	$12K	Sell	472 -173	-27%	-$4.34K	0.02%	213
2017 Q4	$16.8K	Hold	645	–	–	0.02%	229
2017 Q3	$17.4K	Sell	645 -14,942	-96%	-$412K	0.02%	205
2017 Q2	$423K	Sell	15,587 -163	-1%	-$4.5K	0.5%	66
2017 Q1	$431K	Buy	+15,750	New	+$429K	0.49%	68
2016 Q4	–	Sell	-21,160	Closed	-$549K	–	254
2016 Q3	$549K	Sell	21,160 -13,121	-38%	-$350K	0.41%	74
2016 Q2	$927K	Sell	34,281 -25,845	-43%	-$662K	1.26%	22
2016 Q1	$1.56M	Sell	60,126 -23,326	-28%	-$551K	1.98%	12
2015 Q4	$1.87M	Sell	83,452 -16,505	-17%	-$375K	2.21%	12
2015 Q3	$2.26M	Buy	99,957 +62,036	+164%	+$1.4M	4.67%	5
2015 Q2	$834K	Buy	+37,921	New	+$889K	0.8%	48

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

Risk Paradigm Group's FXU Position: Q2 2026 in Review

Risk Paradigm Group increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 11% in Q2 2026, buying an estimated $36.9K and bringing the position to 7,786 shares worth $384K. The position accounts for 0.3% of the portfolio, ranked #47.

Risk Paradigm Group first reported a position in FXU in Q2 2015 and has held it in 14 quarters since. The position peaked at $2.26M in Q3 2015. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Risk Paradigm Group held 7,786 shares of First Trust Utilities AlphaDEX Fund worth $384K as of Q2 2026.
Risk Paradigm Group bought 754 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $36.9K.
First Trust Utilities AlphaDEX Fund made up 0.3% of Risk Paradigm Group's portfolio in Q2 2026, its #47 holding.
Risk Paradigm Group first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2015 and has held it in 14 quarters since.
Risk Paradigm Group's First Trust Utilities AlphaDEX Fund position peaked at $2.26M in Q3 2015.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Risk Paradigm Group's 13F filing for Q2 2026, filed 5 Aug 2026.