First Trust Utilities AlphaDEX Fnd shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of First Trust Utilities AlphaDEX Fnd (FXU) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in First Trust Utilities AlphaDEX Fnd
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Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $590k | 15k | 38.48 |
| 2024-06-30 | $278k | 8.4k | 33.07 |
| 2024-03-31 | $273k | 8.4k | 32.46 |
| 2023-12-31 | $243k | 7.7k | 31.68 |
| 2023-09-30 | $240k | 8.4k | 28.56 |
| 2023-06-30 | $267k | 8.4k | 31.79 |
| 2023-03-31 | $276k | 8.4k | 32.82 |
| 2022-12-31 | $279k | 8.4k | 33.21 |
| 2022-09-30 | $257k | 8.4k | 30.56 |
| 2022-06-30 | $272k | 8.4k | 32.33 |
| 2022-03-31 | $285k | 8.4k | 33.88 |
| 2021-12-31 | $275k | 8.4k | 32.70 |
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