HFG Advisors, Inc. FXU Holdings History

Number of Shares
20,656.00
Current Holdings Value*
$847,100.00
% of Portfolio
0.72%
Total Estimate Gain
$89,853.60
% of Total Estimate Gain
10.99%

HFG Advisors, Inc.'s First Trust Utilities AlphaDEX Fund Holding Summary

As of 2025-03-31, HFG Advisors, Inc. held 20,656.00 shares of First Trust Utilities AlphaDEX Fund(FXU), totaling $847,100.00. This investment constitutes 0.72% of their stock portfolio, and HFG Advisors, Inc. now holds 0.06% of the outstanding First Trust Utilities AlphaDEX Fund(FXU) stock.

The initial trade took place in 2025Q1. And since then HFG Advisors, Inc. has made 1 purchases of FXU, at an average price of $39.58, for a total of 20,656.00 shares. Based on historical transaction data and FXU's current price of $43.93, HFG Advisors, Inc.'s estimated gain on his FXU holdings is $89,853.60, reflecting a 10.99% gain to date.

HFG Advisors, Inc. FXU ($43.93) Holding Chart

HFG Advisors, Inc. FXU ($43.93) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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