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First Tr Exch Trd Alphadex mid cp gr alph shares owned by Creative Planning

Quarter-by-quarter ownership of First Tr Exch Trd Alphadex mid cp gr alph (FNY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in First Tr Exch Trd Alphadex mid cp gr alph

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alphadex mid cp gr alph held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Trd Alphadex mid cp gr alph by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $572k 6.2k 91.62
2025-06-30 $618k 7.5k 82.44
2025-03-31 $718k 9.6k 74.88
2015-03-31 $75k 2.4k 31.25
2014-12-31 $71k 2.4k 29.58

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Top funds holding First Tr Exch Trd Alphadex mid cp gr alph

LPL Financial
Wells Fargo & Company
Morgan Stanley
Goss Wealth Management
Wiley Bros.-aintree Capital
UBS Group
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Kingsview Wealth Management
Benjamin Edwards
First Trust Advisors
Janney Montgomery Scott
Goldman Sachs Group
Advisor Group Holdings

View all funds holding First Tr Exch Trd Alphadex mid cp gr alph