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

TriaGen 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 Q1	–	Sell	-50,104	Closed	-$2.26M	–	184
2025 Q4	$2.26M	Sell	50,104 -1,109	-2%	-$51.1K	0.58%	46
2025 Q3	$2.33M	Sell	51,213 -1,109	-2%	-$48.8K	0.61%	47
2025 Q2	$2.22M	Buy	52,322 +25,095	+92%	+$1.04M	0.67%	46
2025 Q1	$1.12M	Buy	+27,227	New	+$1.08M	0.39%	65

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

TriaGen Wealth Management's FXU Position: Q1 2026 in Review

TriaGen Wealth Management sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2026, closing a stake of 50,104 shares — an estimated $2.26M sold.

TriaGen Wealth Management first reported a position in FXU in Q1 2025 and held it in 4 quarters. The position peaked at $2.33M in Q3 2025. 197 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

TriaGen Wealth Management reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
TriaGen Wealth Management sold 50,104 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $2.26M.
TriaGen Wealth Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and held it in 4 quarters.
TriaGen Wealth Management's First Trust Utilities AlphaDEX Fund position peaked at $2.33M in Q3 2025.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on TriaGen Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.