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First Trust Ind/Prod AlphaDEX shares owned by Focused Wealth Management

Quarter-by-quarter ownership of First Trust Ind/Prod AlphaDEX (FXR) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in First Trust Ind/Prod AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Ind/Prod AlphaDEX held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Ind/Prod AlphaDEX by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $30k 461 64.82
2023-09-30 $26k 460 57.42
2023-06-30 $28k 459 60.11
2023-03-31 $26k 458 55.59
2022-12-31 $24k 457 51.52
2022-09-30 $21k 456 46.05
2022-06-30 $22k 455 48.35
2022-03-31 $26k 454 57.27
2021-12-31 $28k 453 61.81
2021-09-30 $26k 453 57.40
2021-06-30 $27k 452 59.73
2021-03-31 $26k 452 57.52
2020-12-31 $23k 450 51.11
2020-09-30 $18k 450 40.00
2020-06-30 $17k 448 37.95
2020-03-31 $14k 445 31.46
2019-12-31 $20k 445 44.94
2019-09-30 $19k 445 42.70
2019-06-30 $19k 445 42.70
2019-03-31 $18k 445 40.45
2018-12-31 $333k 9.8k 34.08
2018-09-30 $19k 445 42.70
2018-06-30 $17k 445 38.20
2018-03-31 $18k 445 40.45
2017-12-31 $1.2M 31k 40.58

More positions owned by Focused Wealth Management

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Select Sector Spdr Tr Financial (XLF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard World Mega Grwth Ind (MGK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding First Trust Ind/Prod AlphaDEX

Wells Fargo & Company
Bank of America Corporation
Raymond James Financial Services Advisors
UBS Group
O'Dell Group
Royal Bank of Canada
Raymond James & Associates
Nilsine Partners
Advisory Services Network
CFG Asset Management
Baird Financial
D.A. Davidson & Co.
Benjamin F. Edwards & Company
Stifel Financial
Janney Montgomery Scott

View all funds holding First Trust Ind/Prod AlphaDEX