JBR Co Financial Management »

First Trust Energy AlphaDEX shares owned by JBR Co Financial Management

Quarter-by-quarter ownership of First Trust Energy AlphaDEX (FXN) shares owned by JBR Co Financial Management from 13F filings

Historical chart of JBR Co Financial Management investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy AlphaDEX held by JBR Co Financial Management 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 JBR Co Financial Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $475k 29k 16.22
2024-06-30 $553k 30k 18.20
2024-03-31 $589k 32k 18.73
2023-12-31 $621k 37k 16.69

More positions owned by JBR Co Financial Management

NVIDIA Corporation (NVDA)
Vanguard World Inf Tech Etf (VGT)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Chevron Corporation (CVX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Reaves Util Income Com Sh Ben Int (UTG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Pacer Fds Tr Amercn Enrgy Ind (USAI)
Oge Energy Corp (OGE)
Caterpillar (CAT)
Blackstone Group Inc Com Cl A (BX)
Select Sector Spdr Tr Energy (XLE)

View all positions for JBR Co Financial Management

Top funds holding First Trust Energy AlphaDEX

International Assets Investment Management
Morgan Stanley
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Vestmark Advisory Solutions
Raymond James & Associates
Avestar Capital
Raymond James Financial Services Advisors
Royal Bank of Canada
PCG Wealth Advisors
Crumly & Associates
Bnp Paribas Arbitrage, Snc
Cambridge Investment Research Advisors

View all funds holding First Trust Energy AlphaDEX