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First Trust Small Cap Cr AlphaDEX shares owned by Root Financial Partners

Quarter-by-quarter ownership of First Trust Small Cap Cr AlphaDEX (FYX) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in First Trust Small Cap Cr AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Small Cap Cr AlphaDEX held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Small Cap Cr AlphaDEX by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $918k 9.8k 93.24
2023-12-31 $904k 9.9k 91.56
2023-09-30 $837k 10k 80.66
2023-06-30 $965k 12k 82.26
2023-03-31 $1.0M 13k 80.60

More positions owned by Root Financial Partners

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Ultrashort Fixed (DUSB)

View all positions for Root Financial Partners

Top funds holding First Trust Small Cap Cr AlphaDEX

Wells Fargo & Company
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UBS Group
Raymond James & Associates
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Wealth Alliance Advisory Group
Main Line Retirement Advisors
Kestra Advisory Services
Baird Financial
Park National Corp
Wealthsource Partners

View all funds holding First Trust Small Cap Cr AlphaDEX