Modern Wealth Management »

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

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.4M 95k 78.06
2025-06-30 $7.1M 95k 74.22
2025-03-31 $6.7M 97k 69.64
2024-12-31 $7.2M 97k 74.81

More positions owned by Modern Wealth Management

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Victory Portfolios Ii Shares Free Cash (VFLO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Modern Wealth Management

Top funds holding First Trust Ind/Prod AlphaDEX

First Trust Advisors
Wells Fargo & Company
Raymond James Financial
LPL Financial
UBS Group
O'Dell Group
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
Royal Bank of Canada
Branch Banking & Trust Company
Benjamin Edwards
D.A. Davidson & Co.
Baird Financial

View all funds holding First Trust Ind/Prod AlphaDEX