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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

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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
2023-12-31 $367k 12k 31.68

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View all positions for One Charles Private Wealth Services

Top funds holding First Trust Utilities AlphaDEX Fnd

Harbour Investments
One + One Wealth Management
Wells Fargo & Company
Branch Banking & Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Delos Wealth Advisors
Bank of America Corporation
Janney Montgomery Scott
Triumph Capital Management
UBS Group
Vestmark Advisory Solutions
Commonwealth Equity Services
J Arnold Wealth Management

View all funds holding First Trust Utilities AlphaDEX Fnd