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First Trust Utilities AlphaDEX Fnd shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $913k 24k 38.48
2024-06-30 $222k 6.7k 33.07

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View all positions for Concurrent Investment Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Csenge Advisory Group
Raymond James Financial Services Advisors
Green Harvest Asset Management
Wells Fargo & Company
Harbour Investments
Bank of America Corporation
Delos Wealth Advisors
Raymond James & Associates
Janney Montgomery Scott
Royal Bank of Canada
Advisor Group Holdings

View all funds holding First Trust Utilities AlphaDEX Fnd