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U.S. Capital Wealth Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

U.S. Capital Wealth Advisors’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 		$613K Buy
12,359
+1,861
+18% +$89.6K 0.02% 636
2025
Q4 		$473K Buy
10,498
+2,132
+25% +$98.2K 0.01% 668
2025
Q3 		$380K Buy
+8,366
New +$368K 0.01% 699

Other funds holding FXU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

U.S. Capital Wealth Advisors's FXU Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 18% in Q1 2026, buying an estimated $89.6K and bringing the position to 12,359 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #636.

U.S. Capital Wealth Advisors first reported a position in FXU in Q3 2025 and has held it in 3 quarters since. 197 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

  • U.S. Capital Wealth Advisors held 12,359 shares of First Trust Utilities AlphaDEX Fund worth $613K as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 1,861 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $89.6K.
  • First Trust Utilities AlphaDEX Fund made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #636 holding.
  • U.S. Capital Wealth Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q3 2025 and has held it in 3 quarters since.
  • 197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.