TWM
FXU icon

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

Trueblood 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 		$742K Buy
14,956
+66
+0.4% +$3.18K 0.29% 110
2025
Q4 		$670K Buy
14,890
+108
+0.7% +$4.98K 0.26% 120
2025
Q3 		$672K Buy
14,782
+86
+0.6% +$3.79K 0.26% 117
2025
Q2 		$623K Buy
14,696
+43
+0.3% +$1.79K 0.26% 125
2025
Q1 		$601K Hold
14,653
– – 0.28% 119
2024
Q4 		$554K Hold
14,653
– – 0.27% 121
2024
Q3 		$564K Hold
14,653
– – 0.28% 114
2024
Q2 		$485K Buy
14,653
+3,248
+28% +$108K 0.27% 110
2024
Q1 		$370K Hold
11,405
– – 0.21% 136
2023
Q4 		$361K Buy
+11,405
New +$340K 0.23% 128

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return