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First Trust Utilities AlphaDEX Fnd shares owned by Goss Wealth Management

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

Historical chart of Goss Wealth 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 Goss Wealth 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 Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $627k 19k 33.07
2024-03-31 $701k 22k 32.46
2023-09-30 $1.5M 51k 28.56
2023-06-30 $1.4M 45k 31.79
2023-03-31 $1.3M 38k 32.77
2022-12-31 $402k 40k 10.11
2022-09-30 $1.1M 37k 30.56
2022-06-30 $608k 19k 32.34
2022-03-31 $359k 11k 33.97
2021-12-31 $365k 11k 32.68
2021-09-30 $263k 8.9k 29.57
2021-06-30 $346k 12k 29.90
2021-03-31 $364k 12k 29.83
2020-12-31 $377k 13k 28.41
2020-09-30 $385k 15k 26.46
2020-06-30 $731k 28k 25.79
2020-03-31 $3.7M 153k 24.55
2019-12-31 $7.4M 254k 29.21
2019-09-30 $7.5M 254k 29.61
2019-06-30 $6.5M 225k 28.71
2019-03-31 $200k 7.1k 28.35
2018-12-31 $471k 18k 26.77
2018-09-30 $332k 12k 27.56
2018-06-30 $312k 12k 26.30
2018-03-31 $605k 24k 25.10
2017-12-31 $670k 26k 26.05
2017-09-30 $4.1M 151k 27.26
2017-06-30 $3.7M 137k 26.74
2017-03-31 $3.7M 133k 27.48
2016-12-31 $3.7M 136k 26.92
2016-09-30 $3.5M 140k 25.32
2016-06-30 $1.0M 39k 26.88
2016-03-31 $974k 38k 25.94

More positions owned by Goss Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Broadcom (AVGO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Goss Wealth Management

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