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First Tr Exch Trd Alphadex sml cp grw a shares owned by 49 Wealth Management

Quarter-by-quarter ownership of First Tr Exch Trd Alphadex sml cp grw a (FYC) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in First Tr Exch Trd Alphadex sml cp grw a

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exch Trd Alphadex sml cp grw a held by 49 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exch Trd Alphadex sml cp grw a by 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 2.8k 90.72
2025-06-30 $242k 3.0k 79.57
2025-03-31 $232k 3.4k 68.79
2024-12-31 $289k 3.7k 77.42
2024-09-30 $272k 3.7k 74.36
2024-06-30 $277k 4.2k 65.66
2024-03-31 $268k 4.1k 65.19

More positions owned by 49 Wealth Management

Spdr Portfolio S&p 500 Etf Portfolio S&p500 (SPLG)
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Opal Dividend Income Etf Opal Divd Incm E
The Opal International Div In Etf Opal Intl Income (IDVZ)
Apple (AAPL)
Vanguard Value Etf Value Etf (VTV)
Global X 1-3 Month T-bill Etf 1-3 Month T-bill (CLIP)
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)
Vanguard Short Term Treasury Etf Short Term Treas (VGSH)
Ishares Msci Usa Qlty Fact Etf Msci Usa Qlt Fct (QUAL)
Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)
Janus Henderson Aaa Clo Etf Hendrson Aaa Cl (JAAA)
Ishares Core S&p Mid Cap Etf Core S&p Mcp Etf (IJH)
Vanguard Long-term Treas Index Fd Etf Long Term Treas (VGLT)
Invsc Bulletshr 2027 Crp Bnd Etf Iv Bulshs 2027 Cb (BSCR)

View all positions for 49 Wealth Management

Top funds holding First Tr Exch Trd Alphadex sml cp grw a

LPL Financial
Morgan Stanley
Raymond James Financial
Wells Fargo & Company
First Trust Advisors
Cetera Investment Advisers
Eclectic Associates
Envestnet Asset Management
Royal Bank of Canada
Richmond Investment Services
New Wave Wealth Advisors
Concurrent Investment Advisors
IFP Advisors
Brueske Advisory Services
Advisor Group Holdings

View all funds holding First Tr Exch Trd Alphadex sml cp grw a