Visionary Wealth Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
Quanta Services (PWR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Procter & Gamble Company (PG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Core Us Aggbd Et (AGG)
Cisco Systems (CSCO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Visionary Wealth Advisors

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
Cambridge Investment Research Advisors
Advisor Group Holdings
Avestar Capital
Janney Montgomery Scott

View all funds holding First Trust Energy AlphaDEX