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First Trust Ind/Prod AlphaDEX shares owned by Cyndeo Wealth Partners

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

Historical chart of Cyndeo Wealth Partners 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 Cyndeo Wealth Partners 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 Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.6M 36k 72.96
2023-12-31 $3.1M 47k 64.86
2023-09-30 $6.6M 116k 57.43
2023-06-30 $7.1M 118k 60.09
2023-03-31 $6.7M 121k 55.55
2022-12-31 $6.0M 116k 51.51

More positions owned by Cyndeo Wealth Partners

Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)
Abbvie (ABBV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Broadcom (AVGO)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
Abbott Laboratories (ABT)
Ishares Tr Tips Bd Etf (TIP)
First Tr Exchange-traded Senior Ln Fd (FTSL)
First Tr Exchng Traded Fd Vi Tcw Uncontrai (UCON)
Principal Exchange Traded Active High Yl (YLD)
Ishares Tr 0-5 Yr Tips Etf (STIP)
JPMorgan Chase & Co. (JPM)

View all positions for Cyndeo Wealth Partners

Top funds holding First Trust Ind/Prod AlphaDEX

Wells Fargo & Company
Bank of America Corporation
Raymond James Financial Services Advisors
UBS Group
O'Dell Group
Royal Bank of Canada
Raymond James & Associates
Nilsine Partners
Advisory Services Network
CFG Asset Management
Benjamin F. Edwards & Company
Baird Financial
D.A. Davidson & Co.
Stifel Financial
Branch Banking & Trust Company

View all funds holding First Trust Ind/Prod AlphaDEX