Summit Financial »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Tech AlphaDEX Fnd by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 1.7k 167.99
2025-06-30 $275k 1.8k 157.36
2025-03-31 $221k 1.7k 132.25
2024-12-31 $1.1M 7.6k 148.55
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

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit 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