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

IFG Advisory’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	$377K	Buy	+7,633	New	+$373K	0.01%	682
2026 Q1	–	Sell	-5,379	Closed	-$242K	–	535
2025 Q4	$242K	Buy	5,379 +41	+0.8%	+$1.89K	0.01%	690
2025 Q3	$243K	Buy	5,338 +32	+0.6%	+$1.41K	0.01%	694
2025 Q2	$225K	Buy	5,306 +25	+0.5%	+$1.04K	0.01%	687
2025 Q1	$217K	Sell	5,281 -27,914	-84%	-$1.1M	0.01%	642
2024 Q4	$143K	Buy	+33,195	New	+$1.29M	0.01%	649

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

IFG Advisory's FXU Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Utilities AlphaDEX Fund (FXU) in Q2 2026: 7,633 shares worth $377K. The stake represents 0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FXU as recently as Q4 2025.

IFG Advisory first reported a position in FXU in Q4 2024 and has held it in 6 quarters since. 198 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

IFG Advisory held 7,633 shares of First Trust Utilities AlphaDEX Fund worth $377K as of Q2 2026.
First Trust Utilities AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
First Trust Utilities AlphaDEX Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #682 holding.
IFG Advisory first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 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 IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.