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First Trust Utilities AlphaDEX Fnd shares owned by Brendel Financial Advisors

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

Historical chart of Brendel Financial 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 Brendel Financial 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 Brendel Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.1M 62k 49.59
2023-03-31 $724k 22k 32.81
2022-12-31 $722k 22k 33.22
2022-09-30 $665k 22k 30.53
2022-06-30 $659k 20k 32.33
2018-12-31 $2.0M 74k 26.77

More positions owned by Brendel Financial Advisors

Sherwin-Williams Company (SHW)
Graniteshares Gold Tr Shs Ben Int (BAR)
Johnson & Johnson (JNJ)
Caterpillar (CAT)
Wal-Mart Stores (WMT)
First Tr Exchange-traded Core Investment (FTCB)
First Tr Exchange-traded Structured Cr In (SCIO)
Ishares Tr Core Us Aggbd Et (AGG)
Dover Corporation (DOV)
Nextera Energy (NEE)
Cintas Corporation (CTAS)
Abbvie (ABBV)
General Dynamics Corporation (GD)
American Express Company (AXP)
Target Corporation (TGT)

View all positions for Brendel Financial Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Advisory Services Network
Capital Performance Advisors
Branch Banking & Trust Company
Susquehanna International
Two Sigma Investments
Cetera Investment Advisers
Envestnet Asset Management
Advisor Group Holdings
Wiley Bros.-aintree Capital

View all funds holding First Trust Utilities AlphaDEX Fnd