Independent Financial Group »

First Trust Utilities AlphaDEX Fnd shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group 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 Financial Group 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.5M 30k 49.59
2025-09-30 $1.7M 37k 45.45
2025-06-30 $1.9M 45k 42.38
2025-03-31 $481k 12k 41.01

More positions owned by Independent Financial Group

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Amazon (AMZN)
Pgim Etf Tr Aaa Clo Etf (PAAA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Palantir Technologies Cl A (PLTR)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Spdr Gold Tr Gold Shs (GLD)
Spdr Series Trust State Street Spd (SPYM)

View all positions for Independent Financial Group

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