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
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All positions including First Trust Ind/Prod AlphaDEX held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
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