Topsail Wealth Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Topsail Wealth Management’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	$49.3K	Hold	1,000	–	–	0.01%	218
2026 Q1	$49.6K	Hold	1,000	–	–	0.01%	221
2025 Q4	$45K	Hold	1,000	–	–	0.01%	206
2025 Q3	$45.5K	Hold	1,000	–	–	0.01%	197
2025 Q2	$42.4K	Hold	1,000	–	–	0.01%	186
2025 Q1	$41K	Hold	1,000	–	–	0.01%	176
2024 Q4	$37.8K	Buy	+1,000	New	+$38.8K	0.01%	160

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

Topsail Wealth Management's FXU Position: Q2 2026 in Review

Topsail Wealth Management held its First Trust Utilities AlphaDEX Fund (FXU) position steady in Q2 2026 at 1,000 shares worth $49.3K. The position accounts for 0.01% of the portfolio, ranked #218.

Topsail Wealth Management first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.6K in Q1 2026. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Topsail Wealth Management held 1,000 shares of First Trust Utilities AlphaDEX Fund worth $49.3K as of Q2 2026.
Topsail Wealth Management left its First Trust Utilities AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #218 holding.
Topsail Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Topsail Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $49.6K in Q1 2026.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.