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First Trust Ind/Prod AlphaDEX shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.8M 100k 78.06
2025-06-30 $7.5M 100k 74.22
2025-03-31 $6.7M 97k 69.64
2024-12-31 $850k 11k 74.81
2024-09-30 $867k 11k 75.76
2024-06-30 $904k 13k 68.06
2024-03-31 $986k 14k 72.96
2023-12-31 $868k 13k 64.86
2023-09-30 $758k 13k 57.43
2023-06-30 $785k 13k 60.09

More positions owned by Summit Financial

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Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding First Trust Ind/Prod AlphaDEX

First Trust Advisors
Wells Fargo & Company
Morgan Stanley
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.

View all funds holding First Trust Ind/Prod AlphaDEX