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First Trust Utilities AlphaDEX Fnd shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity Management 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 Fulcrum Equity Management 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $930k 22k 42.38
2020-09-30 $255k 9.6k 26.47
2020-06-30 $787k 31k 25.78
2019-12-31 $1.6M 54k 29.21
2019-09-30 $1.0k 43 23.26
2019-06-30 $906k 32k 28.19
2019-03-31 $859k 30k 28.29

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Msci World Etf (URTH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Select Sector Spdr Tr Technology (XLK)
Oneok (OKE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Communication (XLC)
NVIDIA Corporation (NVDA)
Ishares Tr U.s. Tech Etf (IYW)
Wal-Mart Stores (WMT)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust S&p Ins Etf (KIE)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)

View all positions for Fulcrum Equity Management

Top funds holding First Trust Utilities AlphaDEX Fnd

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

View all funds holding First Trust Utilities AlphaDEX Fnd