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First Trust Utilities AlphaDEX Fnd shares owned by CI Private Wealth

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

Historical chart of CI Private Wealth 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 CI Private Wealth 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 CI Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $430k 13k 32.46
2023-12-31 $419k 13k 31.68

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Top funds holding First Trust Utilities AlphaDEX Fnd

Morgan Stanley
LPL Financial
Harbour Investments
Green Harvest Asset Management
Envestnet Asset Management
Branch Banking & Trust Company
Csenge Advisory Group
Wells Fargo & Company
One + One Wealth Management
Raymond James Financial Services Advisors
Delos Wealth Advisors
Raymond James & Associates
Advisor Group Holdings
Cetera Investment Advisers
Bank of America Corporation

View all funds holding First Trust Utilities AlphaDEX Fnd