Russell Investments Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Russell Investments 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	$3.7K	Sell	75 -65	-46%	-$3.18K	﹤0.01%	4071
2026 Q1	$6.94K	Buy	140 +83	+146%	+$4K	﹤0.01%	3847
2025 Q4	$2.57K	Hold	57	–	–	﹤0.01%	3988
2025 Q3	$2.59K	Hold	57	–	–	﹤0.01%	3977
2025 Q2	$2.42K	Hold	57	–	–	﹤0.01%	3571
2025 Q1	$2.34K	Sell	57 -7	-11%	-$277	﹤0.01%	3492
2024 Q4	$2.42K	Buy	+64	New	+$2.48K	﹤0.01%	3407

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

Russell Investments Group's FXU Position: Q2 2026 in Review

Russell Investments Group reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 46% in Q2 2026, selling an estimated $3.18K and leaving 75 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #4071.

Russell Investments Group first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.94K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Russell Investments Group held 75 shares of First Trust Utilities AlphaDEX Fund worth $3.7K as of Q2 2026.
Russell Investments Group sold 65 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $3.18K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Russell Investments Group's portfolio in Q2 2026, its #4071 holding.
Russell Investments Group first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Russell Investments Group's First Trust Utilities AlphaDEX Fund position peaked at $6.94K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Russell Investments Group's 13F filing for Q2 2026, filed 6 Aug 2026.