Moneywise »

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

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

Historical chart of Moneywise 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 Moneywise consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Tr Exch Trd Alphadex sml cp grw a by Moneywise

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 26k 90.71
2025-06-30 $2.1M 26k 79.58
2025-03-31 $2.0M 29k 68.80
2024-12-31 $2.4M 32k 77.43
2024-09-30 $2.9M 39k 74.37
2024-06-30 $2.8M 42k 65.89
2024-03-31 $3.0M 46k 65.70
2023-12-31 $3.2M 51k 62.92
2023-09-30 $3.1M 56k 56.36
2023-06-30 $3.4M 57k 60.20
2023-03-31 $3.4M 59k 57.85
2022-12-31 $3.2M 58k 55.28
2022-09-30 $3.2M 59k 53.89
2022-06-30 $3.2M 60k 54.15
2022-03-31 $4.1M 60k 68.33
2021-12-31 $4.7M 63k 74.56
2021-09-30 $5.0M 70k 71.58
2021-06-30 $5.6M 77k 73.29
2021-03-31 $5.7M 81k 69.67
2020-12-31 $5.0M 82k 61.69
2020-09-30 $3.4M 72k 47.26
2020-06-30 $2.5M 60k 42.42
2020-03-31 $335k 10k 32.60

More positions owned by Moneywise

Northern Lights Fd Tr Toews Agilty Shs (MRSK)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Msci Eafe (IEFA)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Strategy Eventide Us Mrkt (ESUM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Moneywise

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
Advisor Group Holdings
Bedel Financial Consulting

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