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First Trust Energy AlphaDEX shares owned by Coastal Capital Group

Quarter-by-quarter ownership of First Trust Energy AlphaDEX (FXN) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy AlphaDEX held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Energy AlphaDEX by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $76k 4.9k 15.64
2023-03-31 $75k 4.9k 15.52
2021-12-31 $8.0k 646 12.38
2021-09-30 $7.0k 646 10.84
2021-06-30 $7.0k 646 10.84
2021-03-31 $28k 2.8k 10.13

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding First Trust Energy AlphaDEX

Wells Fargo & Company
UBS Group
Bank of America Corporation
Crumly & Associates
Royal Bank of Canada
Raymond James & Associates
Global Assets Advisory
Vestmark Advisory Solutions
Citadel Advisors
Intl Fcstone
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings
Avestar Capital
Janney Montgomery Scott

View all funds holding First Trust Energy AlphaDEX