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Signature Estate & Investment Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Signature Estate & Investment 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 		$612K Buy
12,394
+1,933
+18% +$94.5K 0.01% 394
2026
Q1 		$519K Buy
10,461
+132
+1% +$6.36K 0.01% 412
2025
Q4 		$465K Buy
10,329
+72
+0.7% +$3.32K 0.01% 401
2025
Q3 		$466K Sell
10,257
-252
-2% -$11.1K 0.01% 399
2025
Q2 		$445K Sell
10,509
-538
-5% -$22.3K 0.01% 390
2025
Q1 		$453K Buy
11,047
+55
+0.5% +$2.18K 0.01% 361
2024
Q4 		$416K Buy
10,992
+894
+9% +$34.6K 0.01% 364
2024
Q3 		$389K Buy
10,098
+65
+0.6% +$2.31K 0.01% 366
2024
Q2 		$332K Buy
+10,033
New +$335K 0.01% 370

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RW
Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Signature Estate & Investment Advisors's FXU Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 18% in Q2 2026, buying an estimated $94.5K and bringing the position to 12,394 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #394.

Signature Estate & Investment Advisors first reported a position in FXU in Q2 2024 and has held it in 9 quarters since. 112 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • Signature Estate & Investment Advisors held 12,394 shares of First Trust Utilities AlphaDEX Fund worth $612K as of Q2 2026.
  • Signature Estate & Investment Advisors bought 1,933 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $94.5K.
  • First Trust Utilities AlphaDEX Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #394 holding.
  • Signature Estate & Investment Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
  • 112 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.