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First Trust Utilities AlphaDEX Fnd shares owned by Rockport Wealth

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

Historical chart of Rockport Wealth 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 Rockport Wealth 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 Rockport Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7M 170k 45.45
2025-06-30 $16M 368k 42.38
2024-12-31 $216k 5.7k 37.83
2024-09-30 $221k 5.7k 38.48
2024-03-31 $511k 16k 32.46

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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