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First Trust Energy AlphaDEX shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Energy AlphaDEX by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $313k 18k 17.42

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Ishares Core Aggressive Allocation Etf Aggres Alloc Etf (AOA)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)
Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Lehman 1-3 Month T-bill Etf Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Large Cap Enhanced Yield Etf Aptus Large Cap (DUBS)

View all positions for Waterloo Capital

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