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

HFG 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 Q2	$1.15M	Buy	23,400 +152	+0.7%	+$7.43K	0.72%	37
2026 Q1	$1.15M	Buy	23,248 +2,216	+11%	+$107K	0.81%	35
2025 Q4	$947K	Sell	21,032 -18	-0.1%	-$829	0.69%	42
2025 Q3	$957K	Buy	21,050 +93	+0.4%	+$4.09K	0.71%	41
2025 Q2	$888K	Buy	20,957 +301	+1%	+$12.5K	0.7%	41
2025 Q1	$847K	Buy	+20,656	New	+$818K	0.72%	43

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

HFG Advisors's FXU Position: Q2 2026 in Review

HFG Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 0.65% in Q2 2026, buying an estimated $7.43K and bringing the position to 23,400 shares worth $1.15M. The position accounts for 0.72% of the portfolio, ranked #37.

HFG Advisors first reported a position in FXU in Q1 2025 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

HFG Advisors held 23,400 shares of First Trust Utilities AlphaDEX Fund worth $1.15M as of Q2 2026.
HFG Advisors bought 152 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $7.43K.
First Trust Utilities AlphaDEX Fund made up 0.72% of HFG Advisors's portfolio in Q2 2026, its #37 holding.
HFG Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
198 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.