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First Trust Utilities AlphaDEX Fnd shares owned by Atria Investments

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

Historical chart of Atria Investments 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 Atria Investments 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 Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 5.5k 45.45
2025-06-30 $244k 5.8k 42.38
2017-06-30 $377k 14k 27.15
2017-03-31 $431k 16k 27.38
2016-12-31 $254k 9.5k 26.72
2016-09-30 $370k 14k 25.92
2016-06-30 $443k 17k 26.80
2016-03-31 $1.2M 46k 25.99

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View all positions for Atria Investments

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