Two Sigma Investments’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Two Sigma Investments’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	$17.3M	Buy	+349,700	New	+$16.8M	0.01%	1032
2025 Q3	–	Sell	-192,800	Closed	-$8.17M	–	3741
2025 Q2	$8.17M	Buy	192,800 +38,600	+25%	+$1.6M	0.01%	934
2025 Q1	$6.32M	Buy	+154,200	New	+$6.1M	0.01%	1001
2024 Q3	–	Sell	-12,900	Closed	-$427K	–	3187
2024 Q2	$427K	Buy	+12,900	New	+$430K	﹤0.01%	2437
2024 Q1	–	Sell	-12,000	Closed	-$380K	–	3139
2023 Q4	$380K	Buy	+12,000	New	+$358K	﹤0.01%	2589

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Two Sigma Investments's FXU Position: Q1 2026 in Review

Two Sigma Investments opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q1 2026: 349,700 shares worth $17.3M. The stake represents 0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: Two Sigma Investments previously reported a position in FXU as recently as Q2 2025.

Two Sigma Investments first reported a position in FXU in Q4 2023 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

Two Sigma Investments held 349,700 shares of First Trust Utilities AlphaDEX Fund worth $17.3M as of Q1 2026.
First Trust Utilities AlphaDEX Fund was a new Two Sigma Investments position in Q1 2026.
First Trust Utilities AlphaDEX Fund made up 0.01% of Two Sigma Investments's portfolio in Q1 2026, its #1032 holding.
Two Sigma Investments first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2023 and has held it in 5 quarters since.
196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.