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First Trust Ind/Prod AlphaDEX shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment 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 Concurrent Investment 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $257k 2.8k 91.12

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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