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First Trust Utilities AlphaDEX Fnd shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $671k 14k 49.33
2026-03-31 $678k 14k 49.59
2025-12-31 $629k 14k 45.01

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Top funds holding First Trust Utilities AlphaDEX Fnd

LPL Financial
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Raymond James Financial
Capital Performance Advisors
Cetera Investment Advisers
Branch Banking & Trust Company
UBS Group
Csenge Advisory Group
Envestnet Asset Management
Rockport Wealth
Stifel Financial
Northwestern Mutual Wealth Management Company
Delos Wealth Advisors

View all funds holding First Trust Utilities AlphaDEX Fnd