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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 $1,132,000
Fidelity MSCI Energy Index ETF $361,000
First Trust Global Tactical Commodity Strategy Fund $314,000
Recon Capital NASDAQ 100 Covered Call ETF $282,000
ProShares Ultra Oil & Gas $251,000
First Trust Small Cap Growth AlphaDEX Fund $212,000
VelocityShares 3x Long Silver ETN $201,000
First Trust Mid Cap Growth AlphaDEX Fund $137,000
Global X Copper Miners ETF $107,000
First Trust BICK Index Fund $92,000
First Trust Small Cap Value AlphaDEX Fund $92,000
Fidelity MSCI Health Care Index ETF $90,000
First Trust International Multi-Asset Diversified Income Index Fund $89,000
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 Bloomberg 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 Developed Markets ex-US Small Cap AlphaDEX Fund $74,000
First Trust ISE Cloud Computing Index Fund $59,000
ProShares High Yield-Interest Rate Hedged $53,000
First Trust Tactical High Yield ETF $51,000
PowerShares DWA SmallCap Momentum Portfolio $42,000
First Trust Emerging Markets Local Currency Bond ETF $39,000
Fidelity MSCI Information Technology Index ETF $35,000
Arrow Dow Jones Global Yield ETF $24,000
First Trust International IPO ETF $24,000
First Trust NASDAQ Rising Dividend Achievers ETF $23,000
ETFS Physical Silver Shares $22,000
iShares Core 1-5 Year USD Bond ETF $22,000
Fidelity MSCI Consumer Staples Index ETF $16,000
Victory CEMP Developed Enhanced Volatility Wtd Index ETF $15,000
Fidelity MSCI Consumer Discretionary Index ETF $12,000
VelocityShares 3x Long Natural Gas ETN $12,000
First Trust United Kingdom AlphaDEX Fund $10,000
First Trust Germany AlphaDEX Fund $10,000
First Trust Switzerland AlphaDEX Fund $10,000
First Trust Low Beta Income ETF $10,000
First Trust Hong Kong AlphaDEX Fund $8,000
iShares Edge MSCI Multifactor USA ETF $7,000
iShares Currency Hedged MSCI Japan ETF $7,000
United States Brent Oil Fund, LP $6,000
WisdomTree Managed Futures Strategy Fund $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

    Assets

    Assets

    Last updated on Aug. 20, 2016
      • $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

    156

    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

        Leadership

        Ownership

        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

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees