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First Trust Utilities AlphaDEX Fnd shares owned by Sunbelt Securities

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

Historical chart of Sunbelt Securities 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 Sunbelt Securities 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 Sunbelt Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 318 38.48
2024-06-30 $11k 317 33.09
2024-03-31 $10k 317 32.47
2023-12-31 $20k 624 31.67
2023-09-30 $18k 623 28.57
2023-06-30 $20k 623 31.77
2023-03-31 $37k 1.1k 32.41
2019-12-31 $32k 4.4k 7.30

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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
Wells Fargo & Company
Harbour Investments
Bank of America Corporation
Delos Wealth Advisors
Raymond James & Associates
Janney Montgomery Scott
Royal Bank of Canada
Advisor Group Holdings

View all funds holding First Trust Utilities AlphaDEX Fnd