Independent Financial Group’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Independent Financial Group’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	$981K	Sell	19,882 -9,732	-33%	-$476K	0.02%	698
2026 Q1	$1.47M	Sell	29,614 -3,283	-10%	-$158K	0.03%	501
2025 Q4	$1.48M	Sell	32,897 -4,388	-12%	-$202K	0.03%	485
2025 Q3	$1.69M	Sell	37,285 -7,411	-17%	-$326K	0.04%	437
2025 Q2	$1.89M	Buy	44,696 +32,965	+281%	+$1.37M	0.05%	354
2025 Q1	$481K	Buy	+11,731	New	+$464K	0.02%	728

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

Independent Financial Group's FXU Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Utilities AlphaDEX Fund (FXU) stake by 33% in Q2 2026, selling an estimated $476K and leaving 19,882 shares worth $981K. The position accounts for 0.02% of the portfolio, ranked #698.

Independent Financial Group first reported a position in FXU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.89M in Q2 2025. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Independent Financial Group held 19,882 shares of First Trust Utilities AlphaDEX Fund worth $981K as of Q2 2026.
Independent Financial Group sold 9,732 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $476K.
First Trust Utilities AlphaDEX Fund made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #698 holding.
Independent Financial Group first reported a position in First Trust Utilities AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
Independent Financial Group's First Trust Utilities AlphaDEX Fund position peaked at $1.89M in Q2 2025.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.