Wealthcare Advisory Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Wealthcare Advisory Partners’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
2025 Q4	–	Sell	-9,143	Closed	-$416K	–	1089
2025 Q3	$416K	Sell	9,143 -600	-6%	-$26.4K	0.01%	727
2025 Q2	$413K	Buy	9,743 +600	+7%	+$24.9K	0.01%	693
2025 Q1	$375K	Sell	9,143 -2,008	-18%	-$79.5K	0.01%	668
2024 Q4	$422K	Buy	11,151 +2,008	+22%	+$77.8K	0.01%	614
2024 Q3	$352K	Hold	9,143	–	–	0.01%	664
2024 Q2	$302K	Hold	9,143	–	–	0.01%	679
2024 Q1	$297K	Hold	9,143	–	–	0.01%	677
2023 Q4	$290K	Hold	9,143	–	–	0.01%	615
2023 Q3	$261K	Sell	9,143 -585	-6%	-$18.2K	0.01%	587
2023 Q2	$309K	Buy	9,728 +1,545	+19%	+$50.1K	0.01%	554
2023 Q1	$269K	Buy	+8,183	New	+$267K	0.01%	613
2022 Q4	–	Sell	-11,665	Closed	-$356K	–	696
2022 Q3	$356K	Buy	+11,665	New	+$396K	0.02%	443
2020 Q2	–	Sell	-400	Closed	-$10K	–	726
2020 Q1	$10K	Buy	+400	New	+$11.3K	﹤0.01%	920

Other funds holding FXU

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Wealthcare Advisory Partners's FXU Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q4 2025, closing a stake of 9,143 shares — an estimated $416K sold.

Wealthcare Advisory Partners first reported a position in FXU in Q1 2020 and held it in 13 quarters. The position peaked at $422K in Q4 2024. 199 funds tracked by Wall St. Rank hold FXU as of Q4 2025.

Wealthcare Advisory Partners reported no remaining First Trust Utilities AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 9,143 First Trust Utilities AlphaDEX Fund shares in Q4 2025, an estimated $416K.
Wealthcare Advisory Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2020 and held it in 13 quarters.
Wealthcare Advisory Partners's First Trust Utilities AlphaDEX Fund position peaked at $422K in Q4 2024.
199 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.