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First Trust Utilities AlphaDEX Fnd shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Wealth Solutions 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 Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 5.9k 38.48
2023-12-31 $348k 11k 31.68
2023-09-30 $321k 11k 28.56
2023-06-30 $348k 11k 31.79
2023-03-31 $375k 11k 32.82
2022-12-31 $337k 10k 33.21

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View all positions for Atria Wealth Solutions

Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Csenge Advisory Group
Raymond James Financial Services Advisors
Green Harvest Asset Management
Wells Fargo & Company
Harbour Investments
Bank of America Corporation
Delos Wealth Advisors
Raymond James & Associates
Janney Montgomery Scott
Royal Bank of Canada
Advisor Group Holdings

View all funds holding First Trust Utilities AlphaDEX Fnd