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First Trust Ind/Prod AlphaDEX shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $162k 2.2k 74.22
2025-03-31 $112k 1.6k 69.64
2024-12-31 $120k 1.6k 74.81
2019-12-31 $434k 9.6k 45.16
2019-09-30 $432k 10k 41.84
2019-06-30 $459k 11k 42.40
2018-12-31 $601k 18k 34.10
2018-09-30 $926k 22k 42.37
2018-06-30 $959k 25k 39.09
2018-03-31 $1.8M 46k 39.59
2017-12-31 $2.3M 56k 40.59
2017-09-30 $2.5M 67k 37.12
2017-06-30 $3.1M 87k 35.36