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First Trust Tech AlphaDEX Fnd shares owned by Copia Wealth Management

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

Historical chart of Copia Wealth Management 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 Copia Wealth Management 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 Copia Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 125 167.99
2025-06-30 $20k 125 157.36
2025-03-31 $17k 125 132.25
2024-12-31 $19k 125 148.55

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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