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Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
ValueShares International Quantitative Value ETF $1,698,000
ValueShares US Quantitative Value ETF $1,684,000
Fidelity Corporate Bond ETF $642,000
PowerShares DWA Financial Momentum Portfolio $626,000
VanEck Vectors BDC Income ETF $456,000
First Trust Global Tactical Commodity Strategy Fund $408,000
PowerShares DWA Consumer Cyclicals Momentum Portfolio $378,000
First Trust Small Cap Growth AlphaDEX Fund $262,000
Fidelity MSCI Information Technology Index ETF $246,000
Fidelity Limited Term Bond ETF $220,000
First Trust Mid Cap Growth AlphaDEX Fund $201,000
Fidelity MSCI Health Care Index ETF $194,000
First Trust International Multi-Asset Diversified Income Index Fund $183,000
First Trust Senior Loan Fund $168,000
AdvisorShares Newfleet Multi-Sector Income ETF $135,000
First Trust BICK Index Fund $133,000
VanEck Vectors Semiconductor ETF $131,000
Oppenheimer Ultra Dividend Revenue ETF $124,000
Vanguard S&P Small-Cap 600 Index Fund $116,000
First Trust STOXX European Select Dividend Index Fund $104,000
First Trust Developed Markets ex-US Small Cap AlphaDEX Fund $96,000
First Trust Small Cap Value AlphaDEX Fund $90,000
First Trust Mega Cap AlphaDEX Fund $75,000
First Trust Germany AlphaDEX Fund $73,000
First Trust Switzerland AlphaDEX Fund $73,000
First Trust Japan AlphaDEX Fund $71,000
First Trust Emerging Markets Local Currency Bond ETF $70,000
iShares Core Total USD Bond Market ETF $64,000
First Trust International IPO ETF $63,000
First Trust CBOE S&P 500 VIX Tail Hedge Fund $57,000
WisdomTree Total Dividend Fund $56,000
Global X Copper Miners ETF $49,000
WisdomTree Total Earnings Fund $47,000
ETFS Physical Silver Shares $44,000
First Trust Value Line 100 Exchange-Traded Fund $43,000
First Trust Heitman Global Prime Real Estate ETF $41,000
iShares iBonds Dec 2022 Term Muni Bond ETF $41,000
ProShares Short QQQ $40,000
First Trust Natural Gas ETF $39,000
First Trust Global Engineering and Construction ETF $33,000
Fidelity MSCI Industrials Index ETF $33,000
First Trust Enhanced Short Maturity ETF $30,000
Schwab Fundamental International Large Company Index ETF $28,000
ProShares Russell 2000 Dividend Growers ETF $22,000
iShares Core 1-5 Year USD Bond ETF $22,000
Fidelity MSCI Consumer Discretionary Index ETF $22,000
First Trust NASDAQ-100 Ex-Technology Sector Index Fund $22,000
iShares iBonds Mar 2023 Term Corporate ex-Financials ETF $21,000
Fidelity MSCI Consumer Staples Index ETF $21,000
Innovator IBD 50 Fund $21,000
First Trust Total US Market AlphaDEX ETF $21,000
Fidelity Total Bond ETF $20,000
PowerShares Russell Top 200 Pure Value Portfolio $20,000
First Trust NASDAQ Rising Dividend Achievers ETF $19,000
ProShares Merger ETF $18,000
Victory CEMP Developed Enhanced Volatility Wtd Index ETF $16,000
VanEck Vectors Environmental Services ETF $16,000
First Trust SSI Strategic Convertible Securities ETF $14,000
Columbia Intermediate Municipal Bond ETF $14,000
PowerShares DWA Energy Momentum Portfolio $13,000
Fidelity MSCI Telecommunications Services Index ETF $13,000
First Trust Indxx Global Agriculture ETF $13,000
First Trust Latin America AlphaDEX Fund $12,000
PureFunds ISE Mobile Payments ETF $12,000
First Trust Morningstar Managed Futures Strategy Fund $11,000
YieldShares High Income ETF $11,000
Renaissance IPO ETF $11,000
Guggenheim BulletShares 2021 High Yield Corporate Bond ETF $10,000
iShares MSCI Malaysia ETF $10,000
iShares Core 10+ Year USD Bond ETF $9,000
First Trust United Kingdom AlphaDEX Fund $9,000
Guggenheim S&P SmallCap 600 Pure Value ETF $8,000
Guggenheim International Multi-Asset Income ETF $7,000
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund $6,000
VanEck Vectors Biotech ETF $6,000
Goldman Sachs ActiveBeta International Equity ETF $5,000
iShares iBonds Dec 2021 Term Muni Bond ETF $5,000
First Trust Strategic Income ETF $5,000
Guggenheim S&P SmallCap 600 Pure Growth ETF $5,000
Fidelity MSCI Real Estate Index ETF $3,000
PureFunds ISE Cyber Security ETF $3,000
iShares 1-3 Year International Treasury Bond ETF $1,000

    Assets

    Assets

    Last updated on June 18, 2017
      • $1.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 9K
        Accounts
      • $176.3K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    Advisors

    Current Advisors

    # of advisors

    50

    name start date
    Dee Ann Rippetoe
    August 2009
    Donna Jean Chism
    March 2006
    John Richard Clark
    July 2011
    Logan Thomas Voelker
    December 2016
    Bruce Douglas Wise
    March 2010

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Wfg Investments, Inc. Broker-Dealer $21,260,630

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Claude Rufus Connelly Chief Operating Officer December, 2012 less than 5%
        Edward Richard Kern Chief Financial Officer February, 2014 less than 5%
        Thomas David Kowalczyk Senior Vice President March, 2014 less than 5%
        David Wilson Williams President/Chief Compliance Officer September, 2007 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees