Transamerica Financial Advisors »

First Trust Utilities AlphaDEX Fnd shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial 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 Transamerica Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Utilities AlphaDEX Fnd by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.0k 66 45.45
2023-12-31 $3.0k 71 42.25
2023-09-30 $3.0k 71 42.25
2023-06-30 $4.0k 119 33.61
2023-03-31 $5.0k 135 37.04
2022-12-31 $6.0k 167 35.93
2022-09-30 $1.2M 40k 30.55
2022-06-30 $1.4M 42k 32.32
2022-03-31 $3.0k 60 50.00
2021-12-31 $2.0k 60 33.33
2021-09-30 $2.0k 60 33.33
2021-06-30 $2.0k 60 33.33
2021-03-31 $2.0k 60 33.33
2020-12-31 $2.0k 60 33.33
2020-09-30 $2.0k 60 33.33
2020-06-30 $12k 453 26.49
2020-03-31 $110k 4.5k 24.62
2019-12-31 $131k 4.5k 29.30
2019-09-30 $139k 4.7k 29.76
2019-06-30 $3.9M 134k 28.72
2019-03-31 $2.0k 60 33.33
2018-12-31 $10k 368 27.17
2018-09-30 $18k 625 28.80
2018-06-30 $18k 654 27.52
2018-03-31 $17k 657 25.88
2017-12-31 $26k 970 26.80
2017-09-30 $3.9M 146k 27.02
2017-06-30 $4.4M 164k 27.17
2017-03-31 $4.9M 178k 27.39
2016-12-31 $5.7M 214k 26.73
2016-09-30 $7.7M 298k 25.93
2016-06-30 $5.9M 220k 27.03
2016-03-31 $4.9M 191k 25.98
2015-06-30 $149k 6.8k 22.01

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Finl (PFI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Wisdomtree Tr Em Ex St-owned (XSOE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Transamerica Financial Advisors

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