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First Trust Tech AlphaDEX Fnd shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers 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 United Capital Financial Advisers 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 United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $396k 3.6k 111.15
2023-06-30 $409k 3.6k 115.04
2023-03-31 $374k 3.6k 105.19
2022-12-31 $326k 3.6k 91.55
2022-09-30 $361k 4.2k 86.59
2022-06-30 $406k 4.3k 94.00
2022-03-31 $526k 4.5k 116.09
2021-12-31 $708k 5.4k 132.04
2021-09-30 $723k 5.9k 122.81
2021-06-30 $708k 5.7k 124.17
2021-03-31 $648k 5.7k 113.64
2020-12-31 $638k 5.7k 111.89
2020-09-30 $576k 6.3k 90.98
2020-06-30 $523k 6.3k 83.47
2020-03-31 $392k 6.6k 59.39
2019-12-31 $478k 6.6k 72.53
2019-09-30 $546k 8.4k 65.12
2019-06-30 $946k 14k 66.57
2019-03-31 $905k 14k 63.94
2018-12-31 $825k 16k 52.56
2018-09-30 $1.0M 16k 63.57
2018-06-30 $899k 16k 56.26
2018-03-31 $1.1M 19k 55.02
2017-12-31 $1.3M 26k 51.33
2017-09-30 $746k 16k 47.95
2017-06-30 $1.2M 27k 43.51
2017-03-31 $10M 244k 42.03
2016-12-31 $9.1M 239k 37.90
2016-09-30 $8.9M 241k 36.75
2016-06-30 $8.0M 243k 33.00
2016-03-31 $8.0M 243k 32.96
2015-12-31 $8.0M 242k 33.24
2015-09-30 $7.4M 234k 31.65
2015-06-30 $8.5M 239k 35.35
2015-03-31 $8.7M 245k 35.69

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Repligen Corp Common Stock (RGEN)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)
Alphabet Inc Class A Common Stock (GOOGL)
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)

View all positions for United Capital Financial Advisers

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
Advisor Group Holdings
Cetera Investment Advisers
Ameriprise Financial
Envestnet Asset Management
Stifel Financial
Janney Montgomery Scott
Vestmark Advisory Solutions
MAI Wealth Advisors

View all funds holding First Trust Tech AlphaDEX Fnd