MAI Wealth Advisors »

First Trust Tech AlphaDEX Fnd shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of First Trust Tech AlphaDEX Fnd (FXL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in First Trust Tech AlphaDEX Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Tech AlphaDEX Fnd held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Tech AlphaDEX Fnd by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 110k 128.07
2023-09-30 $13M 114k 111.15
2023-06-30 $14M 123k 115.04
2023-03-31 $13M 123k 105.19
2022-12-31 $11M 124k 91.55
2022-09-30 $11M 128k 86.70
2022-06-30 $12M 129k 94.11
2022-03-31 $15M 127k 116.15
2021-12-31 $17M 129k 132.02

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding First Trust Tech AlphaDEX Fnd

Wells Fargo & Company
Raymond James & Associates
RVW Wealth
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Vestmark Advisory Solutions
Commonwealth Equity Services
Genesee Capital Advisors
Janney Montgomery Scott
J Arnold Wealth Management
MAI Wealth Advisors
Stifel Financial

View all funds holding First Trust Tech AlphaDEX Fnd