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First Trust Ind/Prod AlphaDEX shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $986k 14k 72.96
2023-12-31 $868k 13k 64.86
2023-09-30 $758k 13k 57.43
2023-06-30 $785k 13k 60.09

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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