Fiduciary Alliance »

First Trust Utilities AlphaDEX Fnd shares owned by Fiduciary Alliance

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

Historical chart of Fiduciary Alliance 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 Fiduciary Alliance consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.7M 60k 45.01
2023-06-30 $12k 371 31.79
2022-12-31 $12k 371 33.21

More positions owned by Fiduciary Alliance

Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Stock (MSFT)
JPMorgan Chase Stock (JPM)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
Berkshire Hathaway CL B Stock (BRK.B)
Alphabet CL A Stock (GOOGL)
SPDR S&P World ex-US Etf (SPDW)
Schwab U.S. Large-Cap Growth Etf (SCHG)
Alibaba Group Hldg Adr (BABA)
iShares S&P Small Cap ETF Etf (IJR)
Morgan Stanley Stock (MS)
Cooper Std Hldgs Stock (CPS)
Conocophillips Stock (COP)

View all positions for Fiduciary Alliance

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