Warren Averett Asset Management »

First Trust Ind/Prod AlphaDEX shares owned by Warren Averett Asset Management

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

Historical chart of Warren Averett Asset 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 Warren Averett Asset Management 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 Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $503k 5.5k 91.12
2026-03-31 $247k 3.0k 81.63
2025-12-31 $241k 3.0k 79.87

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust St Inter Bd Etf (SPIB)
Amazon (AMZN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Warren Averett Asset Management

Top funds holding First Trust Ind/Prod AlphaDEX

Morgan Stanley
Wells Fargo & Company
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LPL Financial
Bank of America Corporation
Capital Performance Advisors
Envestnet Asset Management
UBS Group
D.A. Davidson & Co.
Branch Banking & Trust Company
Janney Montgomery Scott
Modern Wealth Management
Baird Financial
Stifel Financial
Virtue Capital Management

View all funds holding First Trust Ind/Prod AlphaDEX