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 Q2	$382K	Buy	7,746 +26	+0.3%	+$1.27K	﹤0.01%	1272
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

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

Stratos Wealth Partners's FXU Position: Q2 2026 in Review

Stratos Wealth Partners increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 0.34% in Q2 2026, buying an estimated $1.27K and bringing the position to 7,746 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

Stratos Wealth Partners first reported a position in FXU in Q1 2017 and has held it in 11 quarters since. The position peaked at $383K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Stratos Wealth Partners held 7,746 shares of First Trust Utilities AlphaDEX Fund worth $382K as of Q2 2026.
Stratos Wealth Partners bought 26 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $1.27K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1272 holding.
Stratos Wealth Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2017 and has held it in 11 quarters since.
Stratos Wealth Partners's First Trust Utilities AlphaDEX Fund position peaked at $383K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.