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First Trust Ind/Prod AlphaDEX shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 240 78.06

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iShares Core S&P 500 ETF Etf (IVV)
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iShares Core S&P Mid-Cap ETF Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab International Equity ETF Etf (SCHF)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
iShares Core S&P Small-Cap ETF Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Extended Market ETF Etf (VXF)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

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