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First Trust Energy AlphaDEX shares owned by Orion Portfolio Solutions

Quarter-by-quarter ownership of First Trust Energy AlphaDEX (FXN) shares owned by Orion Portfolio Solutions from 13F filings

Historical chart of Orion Portfolio Solutions investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Energy AlphaDEX held by Orion Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Energy AlphaDEX by Orion Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $301k 18k 16.60
2023-09-30 $285k 16k 17.42
2023-06-30 $184k 12k 15.64
2023-03-31 $210k 14k 15.52

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Top funds holding First Trust Energy AlphaDEX

Wells Fargo & Company
UBS Group
Bank of America Corporation
Crumly & Associates
Royal Bank of Canada
Raymond James & Associates
Global Assets Advisory
Vestmark Advisory Solutions
Citadel Advisors
Intl Fcstone
Raymond James Financial Services Advisors
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Avestar Capital

View all funds holding First Trust Energy AlphaDEX