Biltmore Family Office »

First Trust Energy AlphaDEX shares owned by Biltmore Family Office

Quarter-by-quarter ownership of First Trust Energy AlphaDEX (FXN) shares owned by Biltmore Family Office from 13F filings

Historical chart of Biltmore Family Office investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy AlphaDEX held by Biltmore Family Office 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 Energy AlphaDEX by Biltmore Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $53k 3.2k 16.30
2025-06-30 $49k 3.2k 15.18

More positions owned by Biltmore Family Office

Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Avidxchange Holdings (AVDX)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Large Cap Etf (VV)
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)
Sprott Asset Management Physical Gold Tr (PHYS)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Abbvie (ABBV)
Goldman Sachs (GS)
First Tr Exchange Traded Nasdq Artfcial (ROBT)
Bank of America Corporation (BAC)

View all positions for Biltmore Family Office

Top funds holding First Trust Energy AlphaDEX

Morgan Stanley
LPL Financial
SRS Capital Advisors
Wells Fargo & Company
Raymond James Financial
UBS Group
Royal Bank of Canada
Bnp Paribas Arbitrage, Snc
Crumly & Associates
Summit Financial
Independent Advisor Alliance
Advisor Group Holdings
PCG Wealth Advisors
Navellier & Associates
HighTower Advisors

View all funds holding First Trust Energy AlphaDEX