Cedar Brook Financial Partners »

First Trust Utilities AlphaDEX Fnd shares owned by Cedar Brook Financial Partners

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

Historical chart of Cedar Brook Financial Partners 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 Cedar Brook Financial Partners 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 Cedar Brook Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $363k 11k 32.46
2023-12-31 $354k 11k 31.14
2023-09-30 $311k 11k 28.56
2023-06-30 $401k 13k 31.79
2023-03-31 $416k 13k 32.83

More positions owned by Cedar Brook Financial Partners

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr U S Equity Factr (LRGF)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Ishares Tr Global Tech Etf (IXN)

View all positions for Cedar Brook Financial Partners

Top funds holding First Trust Utilities AlphaDEX Fnd

Harbour Investments
Csenge Advisory Group
One + One Wealth Management
Wells Fargo & Company
Branch Banking & Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Delos Wealth Advisors
Bank of America Corporation
Triumph Capital Management
Janney Montgomery Scott
UBS Group
Vestmark Advisory Solutions
Private Advisor

View all funds holding First Trust Utilities AlphaDEX Fnd