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ETF Holdings

Name Assets
WisdomTree Earnings 500 Fund $1,167,000
ValueShares International Quantitative Value ETF $1,132,000
PowerShares DWA Consumer Staples Momentum Portfolio $785,000
PowerShares DWA Consumer Cyclicals Momentum Portfolio $714,000
PowerShares DWA Technology Momentum Portfolio $694,000
Fidelity MSCI Energy Index ETF $361,000
First Trust Global Tactical Commodity Strategy Fund $314,000
WisdomTree Total Dividend Fund $288,000
ProShares Ultra Oil & Gas $251,000
WisdomTree SmallCap Dividend Fund $146,000
First Trust Mid Cap Growth AlphaDEX Fund $137,000
Fidelity MSCI Health Care Index ETF $90,000
ProShares S&P 500 Dividend Aristocrats ETF $84,000
PowerShares DWA NASDAQ Momentum Portfolio $84,000
First Trust Mega Cap AlphaDEX Fund $81,000
SPDR Barclays Long Term Treasury ETF $77,000
Direxion Daily Gold Miners Index Bull 3X Shares $76,000
Fidelity MSCI Financials Index ETF $75,000
First Trust ISE Water Index Fund $75,000
PowerShares Dynamic Semiconductors Portfolio $70,000
iShares iBonds Dec 2022 Term Muni Bond ETF $63,000
Fidelity NASDAQ Composite Index Tracking Stock $58,000
ProShares High Yield-Interest Rate Hedged $53,000
WisdomTree Total Earnings Fund $40,000
First Trust Emerging Markets Local Currency Bond ETF $39,000
Guggenheim S&P SmallCap 600 Pure Value ETF $39,000
Fidelity MSCI Information Technology Index ETF $35,000
First Trust STOXX European Select Dividend Index Fund $34,000
Arrow Dow Jones Global Yield ETF $24,000
First Trust International IPO ETF $24,000
PowerShares Dynamic Media Portfolio $24,000
First Trust NASDAQ-100 Ex-Technology Sector Index Fund $22,000
First Trust Heitman Global Prime Real Estate ETF $21,000
First Trust Capital Strength ETF $20,000
First Trust Value Line 100 Exchange-Traded Fund $19,000
First Trust Total US Market AlphaDEX ETF $17,000
Fidelity MSCI Consumer Staples Index ETF $16,000
PowerShares Russell Midcap Pure Growth Portfolio $14,000
PowerShares DWA Energy Momentum Portfolio $13,000
Guggenheim S&P SmallCap 600 Pure Growth ETF $13,000
Fidelity MSCI Consumer Discretionary Index ETF $12,000
PowerShares Dynamic Building & Construction Portfolio $12,000
iShares 0-5 Year Investment Grade Corporate Bond ETF $10,000
First Trust ISE Chindia Index Fund $9,000
iShares Edge MSCI Multifactor USA ETF $7,000
Guggenheim International Multi-Asset Income ETF $7,000
United States Brent Oil Fund, LP $6,000
iShares MSCI Japan Small-Cap ETF $3,000
iShares Government/Credit Bond ETF $3,000
ProShares Ultra Real Estate $2,000
iPath Exchange Traded Notes Bloomberg Energy Subindex Total Return ETN Series A $2,000
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund $1,000
iShares International Inflation-Linked Bond ETF $1,000
PowerShares Dynamic Oil & Gas Services Portfolio $1,000



    Last updated on Aug. 20, 2016
      • $1.5B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 9K
      • $176.3K
        Estimated Average Account Balance


    Firm Services

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

    Firm Client types


    Current Advisors

    # of advisors


    name start date
    Edward Augustin Orgeron
    October 2005
    Karine Renee Beard
    August 2009
    Arthur Frank Wagner
    May 2003
    Bruce Douglas Wise
    March 2010
    Ky Lance Fiser
    July 2012

      Affiliated Investment Advisors and Broker Dealers

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



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

        Executives and Control Persons

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


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees