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Integrated Wealth Concepts »

First Trust Utilities AlphaDEX Fnd shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.5M	39k	38.48
2024-06-30	$1.2M	37k	33.07
2024-03-31	$706k	22k	32.47

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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

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