World Investment Advisors’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

World Investment 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	–	Sell	-99,227	Closed	-$4.47M	–	1612
2025 Q4	$4.47M	Sell	99,227 -7,003	-7%	-$323K	0.07%	279
2025 Q3	$4.83M	Buy	106,230 +8,779	+9%	+$387K	0.1%	232
2025 Q2	$4.13M	Buy	97,451 +54,046	+125%	+$2.24M	0.09%	240
2025 Q1	$1.78M	Buy	+43,405	New	+$1.72M	0.05%	371
2024 Q3	–	Sell	-7,937	Closed	-$262K	–	914
2024 Q2	$262K	Buy	+7,937	New	+$265K	0.02%	530

Other funds holding FXU

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

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

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

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

World Investment Advisors's FXU Position: Q1 2026 in Review

World Investment Advisors sold out of First Trust Utilities AlphaDEX Fund (FXU) in Q1 2026, closing a stake of 99,227 shares — an estimated $4.47M sold.

World Investment Advisors first reported a position in FXU in Q2 2024 and held it in 5 quarters. The position peaked at $4.83M in Q3 2025. 197 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

World Investment Advisors reported no remaining First Trust Utilities AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
World Investment Advisors sold 99,227 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $4.47M.
World Investment Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q2 2024 and held it in 5 quarters.
World Investment Advisors's First Trust Utilities AlphaDEX Fund position peaked at $4.83M in Q3 2025.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.