Sanctuary Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Sanctuary Advisors’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	$766K	Buy	15,448 +2,781	+22%	+$134K	﹤0.01%	1507
2025 Q4	$570K	Sell	12,667 -741	-6%	-$34.1K	﹤0.01%	1649
2025 Q3	$609K	Buy	13,408 +2,540	+23%	+$112K	﹤0.01%	1584
2025 Q2	$461K	Buy	10,868 +2,040	+23%	+$84.7K	﹤0.01%	1675
2025 Q1	$362K	Buy	8,828 +1,912	+28%	+$75.7K	﹤0.01%	1683
2024 Q4	$270K	Sell	6,916 -1,256	-15%	-$48.7K	﹤0.01%	2065
2024 Q3	$330K	Buy	8,172 +1,233	+18%	+$43.7K	﹤0.01%	1931
2024 Q2	$224K	Buy	+6,939	New	+$232K	﹤0.01%	2114

Other funds holding FXU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sanctuary Advisors's FXU Position: Q1 2026 in Review

Sanctuary Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 22% in Q1 2026, buying an estimated $134K and bringing the position to 15,448 shares worth $766K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Sanctuary Advisors first reported a position in FXU in Q2 2024 and has held it in 8 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Sanctuary Advisors held 15,448 shares of First Trust Utilities AlphaDEX Fund worth $766K as of Q1 2026.
Sanctuary Advisors bought 2,781 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $134K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #1507 holding.
Sanctuary Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2024 and has held it in 8 quarters since.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.