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First Trust Ind/Prod AlphaDEX shares owned by Compass Financial Management

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $62k 683 91.12

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
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Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

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
Envestnet Asset Management
UBS Group
D.A. Davidson & Co.
Branch Banking & Trust Company
Janney Montgomery Scott
Modern Wealth Management
Baird Financial
Stifel Financial
Virtue Capital Management

View all funds holding First Trust Ind/Prod AlphaDEX