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First Trust Energy AlphaDEX shares owned by Captrust Financial Advisors

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

Historical chart of Captrust Financial Advisors investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy AlphaDEX held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Energy AlphaDEX by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $312k 14k 22.46
2023-09-30 $199k 11k 17.42
2023-06-30 $160k 10k 15.64
2022-06-30 $37k 2.3k 15.95
2022-03-31 $37k 2.3k 15.95
2019-09-30 $69k 7.0k 9.86
2019-06-30 $80k 7.0k 11.43
2019-03-31 $91k 7.0k 13.00
2018-12-31 $81k 7.0k 11.57
2018-09-30 $122k 7.0k 17.43
2018-06-30 $118k 7.0k 16.86
2018-03-31 $98k 7.0k 14.00
2017-12-31 $158k 10k 15.45
2017-09-30 $138k 10k 13.50