Milestones Private Investment Advisors »

First Trust Utilities AlphaDEX Fnd shares owned by Milestones Private Investment Advisors

Quarter-by-quarter ownership of First Trust Utilities AlphaDEX Fnd (FXU) shares owned by Milestones Private Investment Advisors from 13F filings

Historical chart of Milestones Private Investment Advisors 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 Milestones Private Investment Advisors 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 Milestones Private Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 127k 45.45

More positions owned by Milestones Private Investment Advisors

Vaneck Etf Trust Semiconductr Etf (SMH)
First Tr Exchange Traded Utilities Alph (FXU)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Ishares Tr Msci Usa Quality (GARP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
First Tr Exchange Traded Consumr Staple (FXG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Healthcare (XLV)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

View all positions for Milestones Private Investment Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
UBS Group
O'Dell Group
Benjamin Edwards
Stifel Financial
Branch Banking & Trust Company
Advisor Group Holdings

View all funds holding First Trust Utilities AlphaDEX Fnd