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First Trust Utilities AlphaDEX Fnd shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $395k 8.7k 45.45
2025-06-30 $397k 9.4k 42.38
2025-03-31 $367k 8.9k 41.01
2019-09-30 $210k 7.1k 29.63
2018-12-31 $8.0k 300 26.67

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View all positions for Claro Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
UBS Group
O'Dell Group
Benjamin Edwards
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings

View all funds holding First Trust Utilities AlphaDEX Fnd