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First Trust Tech AlphaDEX Fnd shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors 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 Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $111k 661 167.99
2025-06-30 $104k 661 157.36
2025-03-31 $87k 661 132.25
2024-12-31 $98k 661 148.55

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Pgim Aaa MF Closed and MF Open (PAAA)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (GJAN)
First Trust MF Closed and MF Open (DNOV)
First Trust MF Closed and MF Open (DAPR)

View all positions for Tanglewood Legacy Advisors

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