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First Trust Utilities AlphaDEX Fnd shares owned by Vivaldi Capital Management

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

Historical chart of Vivaldi Capital 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 Vivaldi Capital 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 Vivaldi Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 5.1k 45.45
2025-06-30 $217k 5.1k 42.38
2025-03-31 $210k 5.1k 41.01

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View all positions for Vivaldi Capital Management

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