Root Financial Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Root Financial Partners’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 Q3	$22.3K	Buy	+508	New	+$24.3K	﹤0.01%	1492

Other funds holding FXU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Root Financial Partners's FXU Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q3 2026: 508 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings.

161 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

Root Financial Partners held 508 shares of First Trust Utilities AlphaDEX Fund worth $22.3K as of Q3 2026.
First Trust Utilities AlphaDEX Fund was a new Root Financial Partners position in Q3 2026.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1492 holding.
161 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.