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First Trust Tech AlphaDEX Fnd shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 19k 138.65
2024-06-30 $2.5M 18k 136.26
2024-03-31 $2.3M 17k 134.82
2023-12-31 $3.6M 28k 128.07

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View all positions for Concurrent Investment Advisors

Top funds holding First Trust Tech AlphaDEX Fnd

Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James & Associates
RVW Wealth
Raymond James Financial Services Advisors
Bank of America Corporation
Commonwealth Equity Services
Vestmark Advisory Solutions
Advisor Group Holdings
Genesee Capital Advisors
Janney Montgomery Scott
Branch Banking & Trust Company
Stifel Financial
Envestnet Asset Management

View all funds holding First Trust Tech AlphaDEX Fnd