Sunbelt Securities’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Sunbelt Securities’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	$15.9K	Sell	320 -54	-14%	-$2.6K	﹤0.01%	1356
2025 Q4	$16.8K	Hold	374	–	–	﹤0.01%	1300
2025 Q3	$17K	Buy	374 +55	+17%	+$2.42K	﹤0.01%	1312
2025 Q2	$12K	Hold	319	–	–	﹤0.01%	1268
2025 Q1	$13.1K	Buy	319 +1	+0.3%	+$40	﹤0.01%	1216
2024 Q4	$12.1K	Hold	318	–	–	﹤0.01%	1276
2024 Q3	$12.2K	Buy	318 +1	+0.3%	+$35	﹤0.01%	1257
2024 Q2	$10.5K	Hold	317	–	–	﹤0.01%	1259
2024 Q1	$10.3K	Sell	317 -307	-49%	-$9.47K	﹤0.01%	1232
2023 Q4	$19.8K	Buy	624 +1	+0.2%	+$30	﹤0.01%	1036
2023 Q3	$17.8K	Hold	623	–	–	﹤0.01%	1042
2023 Q2	$19.8K	Sell	623 -513	-45%	-$16.6K	﹤0.01%	1027
2023 Q1	$36.8K	Buy	+1,136	New	+$37.1K	0.01%	807

Other funds holding FXU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Sunbelt Securities's FXU Position: Q1 2026 in Review

Sunbelt Securities reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 14% in Q1 2026, selling an estimated $2.6K and leaving 320 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Sunbelt Securities first reported a position in FXU in Q1 2023 and has held it in 13 quarters since. The position peaked at $36.8K in Q1 2023. 197 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Sunbelt Securities held 320 shares of First Trust Utilities AlphaDEX Fund worth $15.9K as of Q1 2026.
Sunbelt Securities sold 54 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $2.6K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1356 holding.
Sunbelt Securities first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's First Trust Utilities AlphaDEX Fund position peaked at $36.8K in Q1 2023.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.