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First Trust Utilities AlphaDEX Fnd shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors 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 WCG Wealth Advisors 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $17M 372k 45.01
2025-09-30 $6.2M 136k 45.45
2025-06-30 $6.3M 148k 42.38

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View all positions for WCG Wealth Advisors

Top funds holding First Trust Utilities AlphaDEX Fnd

First Trust Advisors
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
O'Dell Group
WCG Wealth Advisors
Stifel Financial
Branch Banking & Trust Company
Benjamin Edwards
Csenge Advisory Group

View all funds holding First Trust Utilities AlphaDEX Fnd