Benjamin Edwards »

First Trust Utilities AlphaDEX Fnd shares owned by Benjamin Edwards

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

Historical chart of Benjamin Edwards 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 Benjamin Edwards consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by Benjamin Edwards

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 315k 45.46
2025-06-30 $13M 295k 42.38
2025-03-31 $9.6M 235k 41.01
2024-12-31 $696k 18k 37.83
2024-09-30 $889k 23k 38.48
2023-03-31 $85k 2.6k 32.81
2022-06-30 $92k 2.8k 32.43
2022-03-31 $87k 2.5k 34.16

More positions owned by Benjamin Edwards

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Home Depot (HD)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Amphenol Corp Cl A (APH)
Abbvie (ABBV)
Wal-Mart Stores (WMT)
World Gold Tr Spdr Gld Minis (GLDM)
Broadcom (AVGO)

View all positions for Benjamin Edwards

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