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First Trust Utilities AlphaDEX Fnd shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 50k 32.46
2023-12-31 $739k 23k 31.68
2023-09-30 $384k 13k 28.56
2023-06-30 $509k 16k 31.79
2023-03-31 $467k 14k 32.82
2022-12-31 $514 16k 0.03
2022-09-30 $1.6M 53k 30.56
2022-06-30 $1.5M 47k 32.31
2022-03-31 $302k 9.2k 32.66
2021-12-31 $302k 9.2k 32.66
2021-09-30 $270k 9.1k 29.56
2021-06-30 $286k 9.5k 29.97
2021-03-31 $283k 9.5k 29.84
2020-12-31 $289k 10k 28.38
2020-09-30 $298k 11k 26.50
2020-06-30 $228k 8.8k 25.80
2019-12-31 $228k 7.8k 29.24
2019-09-30 $233k 7.9k 29.65
2019-06-30 $341k 12k 28.74
2019-03-31 $319k 11k 28.28
2018-12-31 $322k 12k 26.81
2018-09-30 $318k 12k 27.59
2018-03-31 $318k 13k 25.33
2017-09-30 $621k 23k 27.28
2017-06-30 $850k 32k 26.74
2017-03-31 $921k 33k 27.54
2016-12-31 $944k 35k 26.94
2016-09-30 $1.4M 55k 25.33
2016-06-30 $1.7M 61k 27.16
2016-03-31 $1.7M 66k 25.98
2015-12-31 $555k 25k 22.38
2015-09-30 $615k 27k 22.62
2015-06-30 $629k 29k 22.01
2015-03-31 $635k 27k 23.66
2014-12-31 $432k 17k 24.87
2014-09-30 $77k 3.4k 22.69
2014-06-30 $881k 37k 23.85
2014-03-31 $934k 42k 22.24

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View all positions for Private Advisor

Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Harbour Investments
Green Harvest Asset Management
Envestnet Asset Management
Branch Banking & Trust Company
Csenge Advisory Group
Wells Fargo & Company
One + One Wealth Management
Raymond James Financial Services Advisors
Delos Wealth Advisors
Raymond James & Associates
Advisor Group Holdings
Bank of America Corporation
Triumph Capital Management

View all funds holding First Trust Utilities AlphaDEX Fnd