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First Trust Tech AlphaDEX Fnd shares owned by Summit Financial

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

Historical chart of Summit 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 Summit 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $910k 6.6k 138.64
2024-06-30 $537k 3.9k 136.26
2024-03-31 $383k 2.8k 134.82
2023-12-31 $262k 2.0k 128.07
2023-06-30 $235k 2.0k 115.04

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View all positions for Summit Financial

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