Signature Equity Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Signature Equity 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 Q2	$2.62K	Buy	53 +31	+141%	+$1.52K	﹤0.01%	1123
2026 Q1	$1.09K	Buy	+22	New	+$1.06K	﹤0.01%	1234

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

Signature Equity Partners's FXU Position: Q2 2026 in Review

Signature Equity Partners increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 141% in Q2 2026, buying an estimated $1.52K and bringing the position to 53 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Signature Equity Partners first reported a position in FXU in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Signature Equity Partners held 53 shares of First Trust Utilities AlphaDEX Fund worth $2.62K as of Q2 2026.
Signature Equity Partners bought 31 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $1.52K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1123 holding.
Signature Equity Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.