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First Trust Energy AlphaDEX shares owned by Merit Financial Group

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

Historical chart of Merit 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 Merit 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 Merit Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $189k 12k 16.22
2022-12-31 $1.4M 79k 17.09
2022-09-30 $1.3M 82k 15.61

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Mbs Etf (MBB)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Usd Inv Grde Etf (USIG)
Ishares Tr Core S&p Us Gwt (IUSG)

View all positions for Merit Financial Group

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