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First Trust Energy AlphaDEX shares owned by Truepoint

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

Historical chart of Truepoint investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Energy AlphaDEX by Truepoint

Quarter filed Position value Share count Share price at filing
2023-12-31 $272k 16k 16.69
2023-09-30 $284k 16k 17.42
2023-06-30 $255k 16k 15.64

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Us Mktwide Value (DFUV)

View all positions for Truepoint

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