Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Delos Wealth Advisors »

First Trust Utilities AlphaDEX Fnd shares owned by Delos Wealth Advisors

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

Historical chart of Delos Wealth 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 Delos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by Delos Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2023-12-31	$2.8M	89k	31.68
2023-09-30	$2.8M	91k	30.47
2023-06-30	$2.9M	92k	31.79
2023-03-31	$2.9M	89k	32.83

More positions owned by Delos Wealth Advisors

Spdr Ser Tr Bloomberg 3-12 M (BILS)

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

Select Sector Spdr Tr Call Call Option (Principal) (XLV)

Flexshares Tr Iboxx 3r Targt (TDTT)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

First Tr Exchange Traded Utilities Alph (FXU)

Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA)

Ishares Tr 1 3 Yr Treas Bd (SHY)

Spdr Gold Tr Gold Shs (GLD)

First Tr Exchange-traded Cap Strength Etf (FTCS)

Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

Ishares Tr Msci Usa Qlt Fct (QUAL)

Ishares Tr Core Us Aggbd Et (AGG)

Wal-Mart Stores (WMT)

First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for Delos Wealth Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

Harbour Investments

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

Janney Montgomery Scott

Triumph Capital Management

Vestmark Advisory Solutions

Private Advisor

J Arnold Wealth Management

View all funds holding First Trust Utilities AlphaDEX Fnd

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z