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First Trust Ind/Prod AlphaDEX shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of First Trust Ind/Prod AlphaDEX (FXR) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $22M 273k 81.63
2025-12-31 $22M 273k 79.87

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding First Trust Ind/Prod AlphaDEX

Morgan Stanley
Wells Fargo & Company
Raymond James Financial
LPL Financial
Bank of America Corporation
Capital Performance Advisors
UBS Group
Branch Banking & Trust Company
D.A. Davidson & Co.
Janney Montgomery Scott
Baird Financial
Envestnet Asset Management
Modern Wealth Management
Stifel Financial
Virtue Capital Management

View all funds holding First Trust Ind/Prod AlphaDEX