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First Trust Tech AlphaDEX Fnd shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services 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 UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $123k 729 167.99
2025-06-30 $115k 729 157.36
2025-03-31 $96k 729 132.25
2024-12-31 $108k 729 148.55

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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