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WealthBridge Capital Management’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

WealthBridge Capital 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 		$351K Buy
+7,080
New +$341K 0.08% 161
2019
Q2 		– Sell
-114
Closed -$3K – 385
2019
Q1 		$3K Buy
+114
New +$3.17K ﹤0.01% 754

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

WealthBridge Capital Management's FXU Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q1 2026: 7,080 shares worth $351K. The stake represents 0.08% of the portfolio and ranks #161 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in FXU as recently as Q1 2019.

WealthBridge Capital Management first reported a position in FXU in Q1 2019 and has held it in 2 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

  • WealthBridge Capital Management held 7,080 shares of First Trust Utilities AlphaDEX Fund worth $351K as of Q1 2026.
  • First Trust Utilities AlphaDEX Fund was a new WealthBridge Capital Management position in Q1 2026.
  • First Trust Utilities AlphaDEX Fund made up 0.08% of WealthBridge Capital Management's portfolio in Q1 2026, its #161 holding.
  • WealthBridge Capital Management first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2019 and has held it in 2 quarters since.
  • 196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.