BOLTON SECURITIES CORPORATION’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$123	Buy	+3	New	+$119	﹤0.01%	1846

Other funds holding FXU

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FXU Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q1 2025: 3 shares worth $123. The stake represents ﹤0.01% of the portfolio and ranks #1846 among its holdings.

171 funds tracked by Wall St. Rank hold FXU as of Q1 2025.

BOLTON SECURITIES CORPORATION held 3 shares of First Trust Utilities AlphaDEX Fund worth $123 as of Q1 2025.
First Trust Utilities AlphaDEX Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1846 holding.
171 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.