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 Q3	$106K	Sell	2,411 -5,222	-68%	-$250K	﹤0.01%	1059
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 $468B AUM 17.69% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HPC

Hobart Private Capital Charlotte, North Carolina $591M AUM 14.82% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

PAS

PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return

IFG Advisory's FXU Position: Q3 2026 in Review

IFG Advisory reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 68% in Q3 2026, selling an estimated $250K and leaving 2,411 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

IFG Advisory first reported a position in FXU in Q4 2024 and has held it in 7 quarters since. The position peaked at $377K in Q2 2026. 104 funds tracked by Wall St. Rank hold FXU as of Q3 2026.

IFG Advisory held 2,411 shares of First Trust Utilities AlphaDEX Fund worth $106K as of Q3 2026.
IFG Advisory sold 5,222 First Trust Utilities AlphaDEX Fund shares in Q3 2026, an estimated $250K.
First Trust Utilities AlphaDEX Fund made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1059 holding.
IFG Advisory first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
IFG Advisory's First Trust Utilities AlphaDEX Fund position peaked at $377K in Q2 2026.
104 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.