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First Trust Ind/Prod AlphaDEX shares owned by Evergreen Advisors

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

Historical chart of Evergreen 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 Evergreen 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 Evergreen Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $15k 189 81.71

More positions owned by Evergreen Advisors

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr Core S&p Scp Etf (IJR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Evergreen Advisors

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

View all funds holding First Trust Ind/Prod AlphaDEX