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

StoneX 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	$203K	Buy	+4,161	New	+$203K	0.01%	1085
2026 Q1	–	Sell	-27,869	Closed	-$1.25M	–	1045
2025 Q4	$1.25M	Sell	27,869 -1,821	-6%	-$83.9K	0.05%	289
2025 Q3	$1.35M	Sell	29,690 -835	-3%	-$36.8K	0.06%	278
2025 Q2	$1.29M	Buy	30,525 +1,488	+5%	+$61.8K	0.06%	268
2025 Q1	$1.19M	Buy	+29,037	New	+$1.15M	0.07%	253
2023 Q3	–	Sell	-6,622	Closed	-$211K	–	678
2023 Q2	$211K	Buy	+6,622	New	+$215K	0.02%	521
2020 Q2	–	Sell	-16,905	Closed	-$415K	–	300
2020 Q1	$415K	Sell	16,905 -413	-2%	-$11.7K	0.22%	135
2019 Q4	$506K	Buy	17,318 +802	+5%	+$23.3K	0.21%	144
2019 Q3	$490K	Sell	16,516 -136	-0.8%	-$3.94K	0.31%	115
2019 Q2	$478K	Buy	+16,652	New	+$474K	0.31%	101
2017 Q4	–	Sell	-12,399	Closed	-$335K	–	201
2017 Q3	$335K	Buy	12,399 +2,593	+26%	+$71.5K	0.42%	101
2017 Q2	$266K	Buy	+9,806	New	+$271K	0.08%	308

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

StoneX Group's FXU Position: Q2 2026 in Review

StoneX Group opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 4,161 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #1085 among its holdings. This is a return to the name: StoneX Group previously reported a position in FXU as recently as Q4 2025.

StoneX Group first reported a position in FXU in Q2 2017 and has held it in 12 quarters since. The position peaked at $1.35M in Q3 2025. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

StoneX Group held 4,161 shares of First Trust Utilities AlphaDEX Fund worth $203K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new StoneX Group position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.01% of StoneX Group's portfolio in Q2 2026, its #1085 holding.
StoneX Group first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2017 and has held it in 12 quarters since.
StoneX Group's First Trust Utilities AlphaDEX Fund position peaked at $1.35M in Q3 2025.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.