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First Trust Utilities AlphaDEX Fnd shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 24k 49.59
2019-12-31 $3.2M 108k 29.21
2019-09-30 $1.1M 39k 29.01
2019-06-30 $1.2k 39k 0.03
2019-03-31 $1.4M 51k 28.28
2018-12-31 $349k 13k 27.47
2017-03-31 $963k 35k 27.56

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View all positions for Independent Advisor Alliance

Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Advisory Services Network
Capital Performance Advisors
Branch Banking & Trust Company
Susquehanna International
Two Sigma Investments
Cetera Investment Advisers
Envestnet Asset Management
Advisor Group Holdings
Wiley Bros.-aintree Capital

View all funds holding First Trust Utilities AlphaDEX Fnd