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First Tr Exch Trd Alphadex sml cp grw a shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $349k 2.7k 127.52
2026-03-31 $279k 2.9k 96.97
2025-12-31 $269k 2.8k 96.11

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

LPL Financial
Raymond James Financial
Wells Fargo & Company
Morgan Stanley
Cetera Investment Advisers
Bank of America Corporation
Stifel Financial
Envestnet Asset Management
Royal Bank of Canada
Eclectic Associates
Advisor Group Holdings
UBS Group
Baird Financial
Northwestern Mutual Wealth Management Company
New Wave Wealth Advisors

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