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First Trust Ind/Prod AlphaDEX shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors 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 TruWealth Advisors 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 TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $204k 2.5k 81.63

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View all positions for TruWealth Advisors

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