Stratos Wealth Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Stratos Wealth 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 Q1	$383K	Buy	7,720 +538	+7%	+$25.9K	﹤0.01%	1184
2025 Q4	$323K	Buy	7,182 +84	+1%	+$3.87K	﹤0.01%	1244
2025 Q3	$323K	Buy	7,098 +1,888	+36%	+$83.1K	﹤0.01%	1211
2025 Q2	$221K	Buy	+5,210	New	+$216K	﹤0.01%	1290
2018 Q4	–	Sell	-7,438	Closed	-$205K	–	1453
2018 Q3	$205K	Buy	+7,438	New	+$202K	0.01%	832
2018 Q2	–	Sell	-7,923	Closed	-$201K	–	1579
2018 Q1	$201K	Sell	7,923 -4,727	-37%	-$119K	0.01%	893
2017 Q4	$329K	Sell	12,650 -1,192	-9%	-$32.3K	0.01%	672
2017 Q3	$374K	Buy	13,842 +2,505	+22%	+$69K	0.02%	596
2017 Q2	$308K	Buy	11,337 +2,543	+29%	+$70.2K	0.02%	629
2017 Q1	$241K	Buy	+8,794	New	+$239K	0.01%	655

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

Stratos Wealth Partners's FXU Position: Q1 2026 in Review

Stratos Wealth Partners increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 7.5% in Q1 2026, buying an estimated $25.9K and bringing the position to 7,720 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Stratos Wealth Partners first reported a position in FXU in Q1 2017 and has held it in 10 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Stratos Wealth Partners held 7,720 shares of First Trust Utilities AlphaDEX Fund worth $383K as of Q1 2026.
Stratos Wealth Partners bought 538 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $25.9K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1184 holding.
Stratos Wealth Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2017 and has held it in 10 quarters since.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.