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First Trust Energy AlphaDEX shares owned by Visionary Wealth Advisors

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

Historical chart of Visionary Wealth 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 Visionary Wealth 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 Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $840k 54k 15.52
2022-12-31 $2.1M 122k 17.09

More positions owned by Visionary Wealth Advisors

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Rus 1000 Grw Etf (IWF)
Cisco Systems (CSCO)
Home Depot (HD)

View all positions for Visionary Wealth Advisors

Top funds holding First Trust Energy AlphaDEX

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
Cetera Investment Advisers

View all funds holding First Trust Energy AlphaDEX