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First Trust Utilities AlphaDEX Fnd shares owned by Element Wealth

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

Historical chart of Element Wealth 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 Element Wealth 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.3M 30k 45.01
2025-09-30 $1.2M 26k 45.45
2025-06-30 $836k 20k 42.38

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr TRS FLT RT BD (TFLO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr Core Us Aggbd Et (AGG)
Alps Etf Tr Alerian Mlp (AMLP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

Top funds holding First Trust Utilities AlphaDEX Fnd

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

View all funds holding First Trust Utilities AlphaDEX Fnd