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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
Shares
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
$1.66T 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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