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First Trust Tech AlphaDEX Fnd shares owned by Atria Investments

Quarter-by-quarter ownership of First Trust Tech AlphaDEX Fnd (FXL) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in First Trust Tech AlphaDEX Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Tech AlphaDEX Fnd held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Tech AlphaDEX Fnd by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $640k 3.8k 168.28
2025-09-30 $636k 3.8k 167.99
2025-06-30 $636k 4.0k 157.36
2025-03-31 $537k 4.1k 132.25
2024-12-31 $736k 5.0k 148.55
2024-09-30 $587k 4.2k 138.64
2024-06-30 $524k 3.8k 136.26
2023-03-31 $1.3M 12k 105.19
2022-12-31 $1.1M 12k 91.55
2022-06-30 $1.3M 14k 94.11
2022-03-31 $1.4M 12k 116.11
2021-12-31 $1.5M 12k 132.02
2021-09-30 $1.5M 12k 122.87
2021-06-30 $1.5M 12k 124.14
2021-03-31 $1.4M 13k 113.61
2020-12-31 $1.4M 13k 111.84
2020-09-30 $1.3M 15k 90.90
2020-06-30 $1.5M 18k 83.41
2020-03-31 $2.5M 42k 59.41
2019-12-31 $2.9M 40k 72.57
2019-09-30 $2.7M 41k 65.15
2019-06-30 $2.4M 53k 44.64
2019-03-31 $3.2M 50k 63.93
2018-12-31 $2.7M 51k 52.55
2018-09-30 $3.2M 51k 63.53
2018-06-30 $2.1M 37k 56.26
2018-03-31 $2.1M 38k 55.03
2017-12-31 $2.1M 41k 51.32
2017-09-30 $2.2M 45k 47.97
2017-06-30 $1.9M 45k 43.51
2017-03-31 $2.0M 47k 42.03
2016-12-31 $1.3M 33k 37.91
2016-09-30 $1.1M 31k 36.76
2016-06-30 $1.2M 35k 33.42
2016-03-31 $1.2M 35k 32.95
2015-12-31 $1.3M 44k 30.61

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Atria Investments

Top funds holding First Trust Tech AlphaDEX Fnd

LPL Financial
Wells Fargo & Company
Raymond James Financial
UBS Group
Commonwealth Equity Services
Genesee Capital Advisors
Branch Banking & Trust Company
Ameriprise Financial
Stifel Financial
Envestnet Asset Management
Cetera Investment Advisers
Janney Montgomery Scott
Vestmark Advisory Solutions
Royal Bank of Canada
Advisor Group Holdings

View all funds holding First Trust Tech AlphaDEX Fnd