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First Trust Utilities AlphaDEX Fnd shares owned by Arkadios Wealth Advisors

Quarter-by-quarter ownership of First Trust Utilities AlphaDEX Fnd (FXU) shares owned by Arkadios Wealth Advisors from 13F filings

Historical chart of Arkadios Wealth Advisors investment in First Trust Utilities AlphaDEX Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Utilities AlphaDEX Fnd held by Arkadios Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by Arkadios Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $288k 6.3k 45.45
2021-12-31 $215k 6.6k 32.65
2021-09-30 $261k 8.8k 29.49
2021-06-30 $366k 12k 29.92
2021-03-31 $447k 15k 29.77
2020-12-31 $291k 10k 28.36
2020-06-30 $34k 1.3k 26.56
2020-03-31 $43k 1.8k 24.55
2019-12-31 $63k 2.0k 31.36

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View all positions for Arkadios Wealth Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
UBS Group
O'Dell Group
Benjamin Edwards
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings

View all funds holding First Trust Utilities AlphaDEX Fnd