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First Tr Exch Trd Alphadex sml cp grw a shares owned by IAG Wealth Partners

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

Historical chart of IAG Wealth Partners 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 IAG Wealth Partners 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 IAG Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $67k 1.1k 62.92
2023-09-30 $2.3M 40k 56.36
2023-06-30 $2.5M 42k 60.21
2023-03-31 $1.8M 32k 57.85
2022-12-31 $1.1M 20k 55.28
2022-09-30 $37k 680 54.41

More positions owned by IAG Wealth Partners

Jpmorgan Active MF Closed and MF Open (JBND)
Spdr Portfolio MF Closed and MF Open (SPLG)
Goldman Sachs MF Closed and MF Open (GSLC)
Nyli Mackay MF Closed and MF Open (MMIT)
Avantis Intl MF Closed and MF Open (AVIV)
Wisdomtree U S MF Closed and MF Open (DLN)
Ishares Core MF Closed and MF Open (IVV)
Ishares Core MF Closed and MF Open (DIVB)
Wisdomtree U S MF Closed and MF Open (DON)
Goldman Sachs MF Closed and MF Open (GSIE)
Vanguard Growth MF Closed and MF Open (VUG)
Simplify Managed MF Closed and MF Open (CTA)
Pgim Ultra MF Closed and MF Open (PULS)
Invesco Large MF Closed and MF Open (PWV)
Jpmorgan MF Closed and MF Open (JMUB)

View all positions for IAG Wealth Partners

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

LPL Financial
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
UBS Group
Bedel Financial Consulting

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