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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
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

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

HFG Advisors's FXU Position: Q1 2026 in Review

HFG Advisors increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 11% in Q1 2026, buying an estimated $107K and bringing the position to 23,248 shares worth $1.15M. The position accounts for 0.81% of the portfolio, ranked #35.

HFG Advisors first reported a position in FXU in Q1 2025 and has held it in 5 quarters since. 196 funds tracked by Wall St. Rank hold FXU as of Q1 2026.

  • HFG Advisors held 23,248 shares of First Trust Utilities AlphaDEX Fund worth $1.15M as of Q1 2026.
  • HFG Advisors bought 2,216 First Trust Utilities AlphaDEX Fund shares in Q1 2026, an estimated $107K.
  • First Trust Utilities AlphaDEX Fund made up 0.81% of HFG Advisors's portfolio in Q1 2026, its #35 holding.
  • HFG Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
  • 196 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q1 2026.

Based on HFG Advisors's 13F filing for Q1 2026, filed 8 May 2026.