First Trust Utilities AlphaDEX Fnd shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of First Trust Utilities AlphaDEX Fnd (FXU) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in First Trust Utilities AlphaDEX Fnd
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Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $680k | 18k | 38.48 |
| 2024-06-30 | $584k | 18k | 33.07 |
| 2024-03-31 | $612k | 19k | 32.46 |
| 2023-12-31 | $654k | 21k | 31.68 |
| 2023-09-30 | $596k | 21k | 28.56 |
| 2023-06-30 | $1.3M | 41k | 31.79 |
| 2023-03-31 | $1.7M | 51k | 32.83 |
| 2022-12-31 | $1.4M | 41k | 33.21 |
| 2022-09-30 | $1.1M | 37k | 30.68 |
| 2022-06-30 | $971k | 30k | 32.38 |
| 2022-03-31 | $247k | 7.3k | 33.94 |
| 2021-12-31 | $238k | 7.3k | 32.71 |
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