One Charles Private Wealth Services »

First Trust Utilities AlphaDEX Fnd shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of First Trust Utilities AlphaDEX Fnd (FXU) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services 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 One Charles Private Wealth Services 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 One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $442k 12k 38.48
2024-03-31 $372k 12k 32.46
2023-12-31 $367k 12k 31.68