Iams Wealth Management »

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

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

Historical chart of Iams 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 Iams Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Ind/Prod AlphaDEX by Iams Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $621k 7.6k 81.46
2023-06-30 $300k 5.0k 59.72
2022-12-31 $486k 9.4k 51.51

More positions owned by Iams Wealth Management

First Tr Exchange-traded Vest Laddered (ACYN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
First Tr Exchange-traded Vest Lad Aut Etf
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Amazon (AMZN)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Iams Wealth Management

Top funds holding First Trust Ind/Prod AlphaDEX

Wells Fargo & Company
Raymond James Financial
LPL Financial
Bank of America Corporation
Capital Performance Advisors
Envestnet Asset Management
UBS Group
D.A. Davidson & Co.
Branch Banking & Trust Company
Janney Montgomery Scott
Modern Wealth Management
Baird Financial
Stifel Financial
Virtue Capital Management
Monument Capital Management

View all funds holding First Trust Ind/Prod AlphaDEX