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First Trust Ind/Prod AlphaDEX shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management 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 Geneos Wealth Management 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 Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $117k 1.7k 68.05
2024-03-31 $85k 1.2k 72.94
2023-12-31 $73k 1.1k 64.84
2023-09-30 $66k 1.2k 57.44
2023-06-30 $69k 1.2k 60.10
2023-03-31 $76k 1.4k 55.57
2022-12-31 $70k 1.4k 51.53
2022-09-30 $62k 1.4k 45.49
2022-06-30 $141k 2.9k 48.45
2022-03-31 $164k 2.9k 56.42
2021-12-31 $190k 3.1k 62.21
2021-09-30 $182k 3.2k 57.76
2021-06-30 $186k 3.1k 59.07
2021-03-31 $186k 3.1k 59.10
2020-12-31 $183k 3.2k 56.36
2020-09-30 $122k 3.0k 40.16
2020-06-30 $110k 3.0k 36.27
2020-03-31 $90k 3.0k 29.78
2019-12-31 $78k 1.7k 45.19
2019-09-30 $71k 1.7k 41.16
2019-06-30 $77k 1.8k 42.38
2019-03-31 $72k 1.8k 39.63
2018-12-31 $52k 1.6k 33.18
2018-09-30 $62k 1.5k 42.03
2018-06-30 $70k 1.8k 38.89
2018-03-31 $61k 1.6k 39.35
2017-12-31 $62k 1.6k 40.00
2017-09-30 $38k 1.1k 36.19
2017-06-30 $28k 800 35.00
2017-03-31 $27k 800 33.75
2016-12-31 $16k 500 32.00
2016-09-30 $14k 500 28.00
2016-06-30 $13k 500 26.00
2016-03-31 $36k 1.3k 27.23

More positions owned by Geneos Wealth Management

Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for Geneos Wealth Management

Top funds holding First Trust Ind/Prod AlphaDEX

First Trust Advisors
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
LPL Financial
Raymond James Financial Services Advisors
Raymond James & Associates
O'Dell Group
Royal Bank of Canada
CFG Asset Management
Goss Wealth Management
Advisory Services Network
Nilsine Partners
Benjamin Edwards
Benjamin F. Edwards & Company

View all funds holding First Trust Ind/Prod AlphaDEX