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First Trust Energy AlphaDEX shares owned by IronBridge Private Wealth

Quarter-by-quarter ownership of First Trust Energy AlphaDEX (FXN) shares owned by IronBridge Private Wealth from 13F filings

Historical chart of IronBridge Private Wealth investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy AlphaDEX held by IronBridge Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Energy AlphaDEX by IronBridge Private Wealth

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.1M 186k 16.69
2023-09-30 $3.3M 190k 17.42
2021-12-31 $64k 5.1k 12.40

More positions owned by IronBridge Private Wealth

NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Putnam Etf Trust Esg Ultra Short (PULT)
Alps Etf Tr Alerian Mlp (AMLP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Tr Ibd 50 Etf (FFTY)
Microsoft Corporation (MSFT)
Spdr Ser Tr S&p Biotech (XBI)
Advanced Micro Devices (AMD)
Exxon Mobil Corporation (XOM)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for IronBridge Private Wealth

Top funds holding First Trust Energy AlphaDEX

Wells Fargo & Company
LPL Financial
UBS Group
Bank of America Corporation
Envestnet Asset Management
Crumly & Associates
Royal Bank of Canada
Raymond James & Associates
Global Assets Advisory
Vestmark Advisory Solutions
Citadel Advisors
Avestar Capital
Intl Fcstone
Raymond James Financial Services Advisors
Commonwealth Equity Services

View all funds holding First Trust Energy AlphaDEX