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First Trust Utilities AlphaDEX Fnd shares owned by Capital Square

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

Historical chart of Capital Square 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 Square 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 Square

Quarter filed Position value Share count Share price at filing
2026-03-31 $266k 5.4k 49.47
2020-03-31 $28k 1.1k 24.80

More positions owned by Capital Square

Vanguard Total Stock Market ETF (VTI)
iShares S&P US Pref Stock Idx Fnd (PFF)
Market Vectors Etf Tr Pfd Sec (PFXF)
Amazon (AMZN)
Altria (MO)
Amplify Etf Tr a (DIVO)
Eli Lilly & Co. (LLY)
Vanguard Total Bond Market ETF (BND)
Tcw Etf Trust (FLXR)
Apple (AAPL)
United Parcel Service (UPS)
iShares S&P 500 Growth Index (IVW)
Caretrust Reit (CTRE)
Home Depot (HD)
Sch Fnd Intl Lg Etf (FNDF)

View all positions for Capital Square

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