First Trust Energy AlphaDEX shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of First Trust Energy AlphaDEX (FXN) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in First Trust Energy AlphaDEX
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Quarterly reported holdings in First Trust Energy AlphaDEX by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 163k | 16.30 |
| 2025-06-30 | $2.4M | 157k | 15.18 |
| 2024-12-31 | $3.0M | 183k | 16.34 |
| 2022-12-31 | $184k | 11k | 17.09 |
| 2022-09-30 | $177k | 11k | 15.63 |
| 2022-06-30 | $1.2M | 81k | 14.76 |
| 2022-03-31 | $2.0M | 126k | 15.93 |
| 2021-12-31 | $1.8M | 152k | 11.92 |
| 2021-09-30 | $1.6M | 139k | 11.48 |
| 2021-06-30 | $1.5M | 131k | 11.41 |
| 2021-03-31 | $705k | 70k | 10.11 |
| 2020-12-31 | $603k | 76k | 7.93 |
| 2020-09-30 | $408k | 71k | 5.79 |
| 2020-06-30 | $476k | 70k | 6.81 |
| 2019-12-31 | $131k | 12k | 10.56 |
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