Corient Private Wealth LLC
Position in FXU — First Trust Utilities AlphaDEX Fund
CIK 1948780
MIAMI, FL
All Filings in FXU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 FXU | $663,376 | 13,445 | Shares | Sole | 2026-08-27 | |
| 2024-09-30 FXU | $668,320 | 17,368 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 FXU | $474,521 | 14,349 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 FXU | $430,030 | 13,248 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 FXU | $419,348 | 13,237 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||