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First Trust Utilities AlphaDEX Fnd shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.0M 87k 45.45
2025-06-30 $1.8M 43k 42.38
2025-03-31 $1.5M 37k 41.01
2024-12-31 $1.6M 43k 37.83
2024-09-30 $1.5M 38k 38.48
2024-06-30 $1.2M 36k 33.07
2022-09-30 $1.3M 44k 30.55
2019-12-31 $2.0M 67k 29.20
2019-09-30 $2.1M 71k 29.65
2017-03-31 $391k 14k 27.40
2016-12-31 $1.1M 42k 26.73
2016-09-30 $877k 34k 25.93

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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