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First Trust Utilities AlphaDEX Fnd shares owned by Perennial Investment Advisors

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

Historical chart of Perennial 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 Perennial Investment Advisors 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $243k 4.9k 49.59
2025-06-30 $217k 5.1k 42.38

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View all positions for Perennial Investment Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Raymond James Financial
Wells Fargo & Company
Bank of America Corporation
UBS Group
Capital Performance Advisors
Branch Banking & Trust Company
Two Sigma Investments
Cetera Investment Advisers
Envestnet Asset Management
Advisor Group Holdings
Wiley Bros.-aintree Capital
Csenge Advisory Group
Rockport Wealth

View all funds holding First Trust Utilities AlphaDEX Fnd