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First Trust Energy AlphaDEX shares owned by Larson Financial Group

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

Historical chart of Larson Financial 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 Larson Financial 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 Larson Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.5k 275 16.30
2025-06-30 $4.2k 275 15.18
2025-03-31 $4.5k 275 16.52
2021-03-31 $1.0k 184 5.43
2020-12-31 $1.0k 184 5.43
2020-03-31 $1.0k 148 6.76

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Spdr Series Trust Portfolio S&p500 (SPLG)
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American Centy Etf Tr Us Quality Grow (QGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)
Capital Group Global Equity SHS (CGGE)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Ishares Tr Msci Intl Qualty (IQLT)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for Larson Financial Group

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