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 Q2	$899K	Buy	18,220 +2,772	+18%	+$136K	﹤0.01%	1533
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

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

Sanctuary Advisors's FXU Position: Q2 2026 in Review

Sanctuary Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 18% in Q2 2026, buying an estimated $136K and bringing the position to 18,220 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #1533.

Sanctuary Advisors first reported a position in FXU in Q2 2024 and has held it in 9 quarters since. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Sanctuary Advisors held 18,220 shares of First Trust Utilities AlphaDEX Fund worth $899K as of Q2 2026.
Sanctuary Advisors bought 2,772 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $136K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1533 holding.
Sanctuary Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.