Summit Financial »

First Trust Tech AlphaDEX Fnd shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $383k 2.8k 134.82
2023-12-31 $262k 2.0k 128.07
2023-06-30 $235k 2.0k 115.04

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Index Fds Growth Etf Etf (VUG)
Vanguard Index Fds Value Etf Common Stock (VTV)
Spdr S&p 500 Etf Trtr Unit Etf (SPY)
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)
Vanguard Index Fds Mcapvlidxvip Etf (VOE)
Amazon Common Stock (AMZN)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
Nvidia Corporation Common Stock (NVDA)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Index Fdss&p 500 Etf Etf (VOO)
Meta Platforms Common Stock (META)

View all positions for Summit Financial

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