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First Trust Energy AlphaDEX shares owned by Summit Financial

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

Historical chart of Summit Financial investment in First Trust Energy AlphaDEX

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

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Quarterly reported holdings in First Trust Energy AlphaDEX by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 183k 16.30

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

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