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First Tr Exch Trd Alphadex sml cp grw a shares owned by Geneos Wealth Management

Quarter-by-quarter ownership of First Tr Exch Trd Alphadex sml cp grw a (FYC) shares owned by Geneos Wealth Management from 13F filings

Historical chart of Geneos Wealth Management investment in First Tr Exch Trd Alphadex sml cp grw a

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alphadex sml cp grw a held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Trd Alphadex sml cp grw a by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $534k 8.1k 65.70
2023-12-31 $521k 8.3k 62.92
2023-09-30 $376k 6.7k 56.36
2023-06-30 $374k 6.2k 60.21
2023-03-31 $306k 5.3k 57.85
2022-12-31 $379k 6.9k 55.28
2022-09-30 $51k 960 53.13
2022-06-30 $52k 960 54.17
2022-03-31 $65k 960 67.71
2021-12-31 $71k 960 73.96
2021-09-30 $281k 3.9k 72.53
2021-06-30 $281k 3.9k 72.53
2021-03-31 $274k 3.9k 70.22
2020-12-31 $265k 3.8k 69.41
2020-09-30 $166k 3.6k 45.54
2020-06-30 $149k 3.7k 40.47
2020-03-31 $117k 3.7k 31.78
2019-12-31 $181k 3.9k 46.63
2019-09-30 $169k 3.9k 43.53
2019-06-30 $175k 3.8k 46.36
2019-03-31 $172k 3.7k 46.11
2018-12-31 $148k 3.7k 39.68
2018-09-30 $191k 3.7k 52.30
2018-06-30 $157k 3.3k 48.28
2018-03-31 $140k 3.2k 43.14
2017-12-31 $137k 3.2k 42.22
2017-09-30 $125k 3.0k 41.20
2017-06-30 $116k 3.0k 38.23
2017-03-31 $110k 3.0k 36.26
2016-12-31 $104k 3.0k 34.28
2016-09-30 $103k 3.1k 33.61
2016-06-30 $96k 3.1k 31.32
2016-03-31 $92k 3.1k 30.02

More positions owned by Geneos Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Russell 3000 Etf (IWV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding First Tr Exch Trd Alphadex sml cp grw a

J Arnold Wealth Management
Bank of America Corporation
Royal Bank of Canada
IFP Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Concurrent Investment Advisors
Raymond James Financial Services Advisors
Kingsview Wealth Management
Benjamin F. Edwards & Company
Raymond James & Associates
Pnc Financial Services
Moneywise
Bedel Financial Consulting
Advisor Group Holdings

View all funds holding First Tr Exch Trd Alphadex sml cp grw a