Wealth Enhancement Advisory Services’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Wealth Enhancement Advisory Services’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	$1.49M	Sell	30,030 -1,345	-4%	-$65.8K	﹤0.01%	1787
2026 Q1	$1.58M	Sell	31,375 -264	-0.8%	-$12.7K	﹤0.01%	1519
2025 Q4	$1.43M	Buy	31,639 +505	+2%	+$23.3K	﹤0.01%	1728
2025 Q3	$1.44M	Sell	31,134 -199	-0.6%	-$8.76K	﹤0.01%	1644
2025 Q2	$1.33M	Sell	31,333 -526	-2%	-$21.8K	﹤0.01%	1582
2025 Q1	$1.31M	Sell	31,859 -702	-2%	-$27.8K	﹤0.01%	1469
2024 Q4	$1.23M	Buy	+32,561	New	+$1.26M	﹤0.01%	1437

Other funds holding FXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's FXU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 4.3% in Q2 2026, selling an estimated $65.8K and leaving 30,030 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Wealth Enhancement Advisory Services first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q1 2026. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Wealth Enhancement Advisory Services held 30,030 shares of First Trust Utilities AlphaDEX Fund worth $1.49M as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,345 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $65.8K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1787 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's First Trust Utilities AlphaDEX Fund position peaked at $1.58M in Q1 2026.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.