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

IFP 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 		$537K Sell
10,890
-1,982
-15% -$96.9K 0.01% 1013
2026
Q1 		$638K Buy
12,872
+1,420
+12% +$68.4K 0.01% 868
2025
Q4 		$515K Buy
11,452
+19
+0.2% +$875 0.01% 917
2025
Q3 		$520K Buy
11,433
+1,736
+18% +$76.4K 0.01% 849
2025
Q2 		$411K Buy
9,697
+2,790
+40% +$116K 0.01% 918
2025
Q1 		$283K Hold
6,907
– – 0.01% 1008
2024
Q4 		$261K Buy
6,907
+367
+6% +$14.2K 0.01% 1009
2024
Q3 		$252K Buy
6,540
+3
+0% +$106 0.01% 981
2024
Q2 		$216K Sell
6,537
-393
-6% -$13.1K 0.01% 1009
2024
Q1 		$225K Sell
6,930
-466
-6% -$14.4K 0.01% 944
2023
Q4 		$234K Sell
7,396
-2,552
-26% -$76.1K 0.01% 873
2023
Q3 		$284K Buy
9,948
+6
+0.1% +$187 0.01% 808
2023
Q2 		$316K Hold
9,942
– – 0.01% 822
2023
Q1 		$254K Sell
9,942
-5,281
-35% -$172K 0.01% 848
2022
Q4 		$394K Buy
15,223
+2,994
+24% +$97.3K 0.01% 1004
2022
Q3 		$318K Buy
12,229
+1,904
+18% +$64.6K 0.01% 1159
2022
Q2 		$269K Hold
10,325
– – 0.01% 1136
2022
Q1 		$269K Buy
10,325
+2,485
+32% +$79.4K 0.01% 1136
2021
Q4 		$255K Hold
7,840
– – 0.01% 851
2021
Q3 		$233K Hold
7,840
– – ﹤0.01% 884
2021
Q2 		$234K Hold
7,840
– – ﹤0.01% 831
2021
Q1 		$234K Sell
7,840
-50
-0.6% -$1.42K ﹤0.01% 767
2020
Q4 		$224K Sell
7,890
-1,750
-18% -$49.5K 0.01% 753
2020
Q3 		$256K Hold
9,640
– – 0.02% 619
2020
Q2 		$248K Hold
9,640
– – 0.02% 588
2020
Q1 		$235K Sell
9,640
-21
-0.2% -$595 0.02% 522
2019
Q4 		$282K Sell
9,661
-330
-3% -$9.57K 0.02% 572
2019
Q3 		$297K Buy
+9,991
New +$290K 0.02% 634
2019
Q1 		$372K Sell
13,191
-448
-3% -$12.5K 0.05% 341
2018
Q4 		$364K Sell
13,639
-2,452
-15% -$68.6K 0.02% 647
2018
Q3 		$444K Sell
16,091
-87
-0.5% -$2.36K 0.02% 716
2018
Q2 		$424K Sell
16,178
-1,229
-7% -$31.5K 0.02% 735
2018
Q1 		$453K Hold
17,407
– – 0.02% 657
2017
Q4 		$453K Sell
17,407
-5,642
-24% -$153K 0.02% 657
2017
Q3 		$623K Sell
23,049
-296
-1% -$8.16K 0.02% 603
2017
Q2 		$634K Sell
23,345
-404
-2% -$11.2K 0.03% 579
2017
Q1 		$650K Buy
23,749
+5,092
+27% +$139K 0.03% 564
2016
Q4 		$499K Sell
18,657
-1,012
-5% -$26.2K 0.02% 616
2016
Q3 		$510K Sell
19,669
-1,764
-8% -$47.1K 0.03% 560
2016
Q2 		$579K Buy
21,433
+8,242
+62% +$211K 0.03% 501
2016
Q1 		$372K Buy
13,191
+5,128
+64% +$121K 0.05% 341
2015
Q4 		$181K Buy
+8,063
New +$183K 0.01% 875

Other funds holding FXU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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

IFP Advisors's FXU Position: Q2 2026 in Review

IFP Advisors reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 15% in Q2 2026, selling an estimated $96.9K and leaving 10,890 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1013.

IFP Advisors first reported a position in FXU in Q4 2015 and has held it in 42 quarters since. The position peaked at $650K in Q1 2017. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

  • IFP Advisors held 10,890 shares of First Trust Utilities AlphaDEX Fund worth $537K as of Q2 2026.
  • IFP Advisors sold 1,982 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $96.9K.
  • First Trust Utilities AlphaDEX Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1013 holding.
  • IFP Advisors first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's First Trust Utilities AlphaDEX Fund position peaked at $650K in Q1 2017.
  • 197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.