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

Urban 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	$254K	Buy	+5,152	New	+$252K	0.22%	92

Other funds holding FXU

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Urban Wealth Management opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 5,152 shares worth $254K. The stake represents 0.22% of the portfolio and ranks #92 among its holdings.

78 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Urban Wealth Management held 5,152 shares of First Trust Utilities AlphaDEX Fund worth $254K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new Urban Wealth Management position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.22% of Urban Wealth Management's portfolio in Q2 2026, its #92 holding.
78 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.