MAI Wealth Advisors »

First Trust Ind/Prod AlphaDEX shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors 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 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 Ind/Prod AlphaDEX by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $232k 3.6k 64.86
2023-09-30 $206k 3.6k 57.43
2023-06-30 $297k 4.9k 60.09
2023-03-31 $294k 5.3k 55.55
2022-12-31 $272k 5.3k 51.51
2022-09-30 $243k 5.3k 45.98
2022-06-30 $254k 5.3k 48.06
2022-03-31 $299k 5.3k 56.58
2021-12-31 $330k 5.3k 62.44

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 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