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First Trust Utilities AlphaDEX Fnd shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions 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 Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $813k 21k 38.48
2024-06-30 $216k 6.5k 33.07
2024-03-31 $253k 7.8k 32.46

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Trust For Professional Man Activepassive Us (APUE)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Trust For Professional Man Activepassive Eq (APIE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Trust For Professional Man Activepassive Cr (APCB)

View all positions for Envestnet Portfolio Solutions

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