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First Trust Utilities AlphaDEX Fnd shares owned by ROI Financial Advisors

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

Historical chart of ROI Financial Advisors investment in First Trust Utilities AlphaDEX Fnd

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All positions including First Trust Utilities AlphaDEX Fnd held by ROI Financial 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 ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $243k 7.3k 33.07
2024-03-31 $237k 7.3k 32.43

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Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Envestnet Asset Management
Branch Banking & Trust Company
Csenge Advisory Group
Raymond James Financial Services Advisors
Green Harvest Asset Management
Harbour Investments
Wells Fargo & Company
Delos Wealth Advisors
Raymond James & Associates
Bank of America Corporation
Janney Montgomery Scott
Cetera Investment Advisers
Stifel Financial

View all funds holding First Trust Utilities AlphaDEX Fnd