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
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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
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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 |
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