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
$92,538.88
% of Total Estimate Gain
11.32%

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 $44.06, HFG Advisors, Inc.'s estimated gain on his FXU holdings is $92,538.88, reflecting a 11.32% gain to date.

HFG Advisors, Inc. FXU ($44.06) Holding Chart

HFG Advisors, Inc. FXU ($44.06) 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 %

Top Ranked Articles

  • 1