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First Trust Utilities AlphaDEX Fnd shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in First Trust Utilities AlphaDEX Fnd

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All positions including First Trust Utilities AlphaDEX Fnd held by Pensionmark Financial Group 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.8M 106k 45.45
2025-06-30 $4.1M 98k 42.38
2025-03-31 $1.8M 43k 41.01
2024-06-30 $263k 7.9k 33.07

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View all positions for Pensionmark Financial Group

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