Independent Advisor Alliance »

First Trust Ind/Prod AlphaDEX shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance 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 Independent Advisor Alliance 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 Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $839k 10k 81.63
2024-12-31 $5.6M 75k 74.81
2019-12-31 $238k 5.3k 45.07
2019-09-30 $996k 22k 44.57
2017-03-31 $1.1M 31k 33.85

More positions owned by Independent Advisor Alliance

NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYM)
Apple (AAPL)
Ameris Ban (ABCB)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Index Shs Fds State Street Spd (SPDW)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Independent Advisor Alliance

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