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First Trust Utilities AlphaDEX Fnd shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2026-03-31 $491k 9.9k 49.59
2024-09-30 $615k 16k 38.48

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View all positions for CLS Investments

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