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First Trust Utilities AlphaDEX Fnd shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management 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 Trueblood Wealth Management 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $370k 11k 32.46
2023-12-31 $361k 11k 31.68

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
Chevron Corporation (CVX)
Caterpillar (CAT)
UnitedHealth (UNH)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Home Depot (HD)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
McDonald's Corporation (MCD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Trueblood Wealth Management

Top funds holding First Trust Utilities AlphaDEX Fnd

Harbour Investments
Csenge Advisory Group
One + One Wealth Management
Wells Fargo & Company
Branch Banking & Trust Company
Advisor Group Holdings
Raymond James Financial Services Advisors
Raymond James & Associates
Delos Wealth Advisors
Bank of America Corporation
Triumph Capital Management
Janney Montgomery Scott
UBS Group
Vestmark Advisory Solutions
Private Advisor

View all funds holding First Trust Utilities AlphaDEX Fnd