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First Trust Tech AlphaDEX Fnd shares owned by Convergence Financial

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

Historical chart of Convergence Financial 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 Convergence Financial 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 Convergence Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $217k 1.3k 168.05
2025-06-30 $205k 1.3k 157.42

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Tesla Motors (TSLA)
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View all positions for Convergence Financial

Top funds holding First Trust Tech AlphaDEX Fnd

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

View all funds holding First Trust Tech AlphaDEX Fnd