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First Trust Tech AlphaDEX Fnd shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group 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 Peak Planning Group 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 Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $753k 4.7k 158.89

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Apple (AAPL)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Applied Materials (AMAT)
Alphabet Cap Stk Cl C (GOOG)
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JPMorgan Chase & Co. (JPM)

View all positions for Peak Planning Group

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
Vestmark Advisory Solutions
Janney Montgomery Scott
Advisor Group Holdings
MAI Wealth Advisors

View all funds holding First Trust Tech AlphaDEX Fnd