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First Trust Ind/Prod AlphaDEX shares owned by Brass Tax Wealth Management

Quarter-by-quarter ownership of First Trust Ind/Prod AlphaDEX (FXR) shares owned by Brass Tax Wealth Management from 13F filings

Historical chart of Brass Tax Wealth Management investment in First Trust Ind/Prod AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Ind/Prod AlphaDEX held by Brass Tax Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Ind/Prod AlphaDEX by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $239k 3.1k 78.06
2025-06-30 $239k 3.2k 74.22
2025-03-31 $225k 3.2k 69.64
2024-12-31 $241k 3.2k 74.81
2024-09-30 $247k 3.3k 75.76
2024-06-30 $231k 3.4k 68.06
2024-03-31 $247k 3.4k 72.96

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
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Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

Top funds holding First Trust Ind/Prod AlphaDEX

First Trust Advisors
Wells Fargo & Company
Morgan Stanley
Raymond James Financial
LPL Financial
UBS Group
O'Dell Group
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
Royal Bank of Canada
Branch Banking & Trust Company
Benjamin Edwards
D.A. Davidson & Co.

View all funds holding First Trust Ind/Prod AlphaDEX