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First Trust Utilities AlphaDEX Fnd shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 55k 45.45
2025-06-30 $2.4M 56k 42.38
2025-03-31 $2.4M 58k 41.01
2024-12-31 $851k 23k 37.84
2024-09-30 $776k 20k 38.48

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View all positions for Proactive Wealth Strategies

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