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First Trust Utilities AlphaDEX Fnd shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $19M 379k 49.59
2025-12-31 $17M 374k 45.01

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
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Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

First Trust Advisors
LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Goss Wealth Management
Advisory Services Network
Capital Performance Advisors
Branch Banking & Trust Company
WCG Wealth Advisors
Susquehanna International
Stifel Financial
Benjamin Edwards
Cetera Investment Advisers
Envestnet Asset Management

View all funds holding First Trust Utilities AlphaDEX Fnd