Kroeger Financial Partners »

First Trust Utilities AlphaDEX Fnd shares owned by Kroeger Financial Partners

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

Historical chart of Kroeger Financial Partners 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 Kroeger Financial Partners 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 Kroeger Financial Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $69k 1.4k 49.34

More positions owned by Kroeger Financial Partners

Vanguard Ftse Developed Markets Index Fund Etf Shares Shares (VEA)
Ishares 1-5 Year Investment Grade Corporate Bond Etf Shares (IGSB)
State Street Spdr Portfolio S&p 500 Etf Shares (SPYM)
Vanguard Intermediate-term Bond Index Fund Etf Shares Shares (BIV)
Jpmorgan International Bond Opportunities Etf Shares (JPIB)
Invesco S&p 500 Quality Etf Shares (SPHQ)
Ishares Convertible Bond Etf Shares (ICVT)
Vanguard Value Index Fund Etf Shares Shares (VTV)
Imgp Dbi Managed Futures Strategy Etf Shares (DBMF)
Invesco Variable Rate Preferred Etf Shares (VRP)
Ishares Ultra Short Duration Bond Active Etf Shares (ICSH)
Apple (AAPL)
Ishares Core International Aggregate Bond Etf Shares (IAGG)
Ishares Core Universal Usd Bond Etf Shares (IUSB)
State Street Spdr Portfolio Emerging Markets Etf Shares (SPEM)

View all positions for Kroeger Financial Partners

Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Bank of America Corporation
Raymond James Financial
UBS Group
Capital Performance Advisors
Two Sigma Investments
Cetera Investment Advisers
Branch Banking & Trust Company
Envestnet Asset Management
Csenge Advisory Group
Rockport Wealth
Stifel Financial
Advisor Group Holdings

View all funds holding First Trust Utilities AlphaDEX Fnd