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First Trust Energy AlphaDEX shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle Private Wealth investment in First Trust Energy AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Energy AlphaDEX by Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $669k 45k 14.75
2022-03-31 $1.2M 75k 15.93
2021-12-31 $897k 75k 11.92

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding First Trust Energy AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
UBS Group
Envestnet Asset Management
Royal Bank of Canada
Bank of America Corporation
Crumly & Associates
Raymond James & Associates
Global Assets Advisory
Vestmark Advisory Solutions
Avestar Capital
D. E. Shaw & Co
Intl Fcstone
Raymond James Financial Services Advisors

View all funds holding First Trust Energy AlphaDEX