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First Trust Energy AlphaDEX shares owned by Retirement Planning Group

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

Historical chart of Retirement Planning 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 Retirement Planning 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 Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 15k 16.30

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Intrmediate (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning 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