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First Trust Energy AlphaDEX shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Energy AlphaDEX by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 10k 20.23
2023-03-31 $3.5M 223k 15.52
2022-12-31 $4.7M 273k 17.09
2022-09-30 $4.4M 282k 15.61
2022-06-30 $2.7M 186k 14.76
2022-03-31 $1.8M 114k 15.93

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View all positions for Integrated Wealth Concepts

Top funds holding First Trust Energy AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Qube Research & Technologies
Summit Financial
Royal Bank of Canada
UBS Group
Virtue Capital Management
Benjamin Edwards
Bank of America Corporation
Two Sigma Investments
D. E. Shaw & Co
Tower Research Capital
Goldman Sachs Group

View all funds holding First Trust Energy AlphaDEX