First Trust Utilities AlphaDEX Fnd shares owned by HB Wealth Management
Quarter-by-quarter ownership of First Trust Utilities AlphaDEX Fnd (FXU) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB 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 HB Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $212k | 5.5k | 38.48 |
| 2023-09-30 | $392k | 14k | 28.56 |
| 2023-06-30 | $437k | 14k | 31.79 |
| 2023-03-31 | $741k | 23k | 32.83 |
| 2022-12-31 | $475k | 14k | 33.21 |
| 2022-09-30 | $436k | 14k | 30.57 |
| 2022-06-30 | $460k | 14k | 32.30 |
| 2022-03-31 | $764k | 23k | 34.03 |
More positions owned by HB Wealth Management
Home Depot (HD)
View all positions for HB Wealth Management
Top funds holding First Trust Utilities AlphaDEX Fnd
View all funds holding First Trust Utilities AlphaDEX Fnd