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First Tr Exch Trd Alphadex sml cp grw a shares owned by New Wave Wealth Advisors

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

Historical chart of New Wave Wealth Advisors 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 New Wave Wealth Advisors 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 New Wave Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7M 107k 90.71
2025-06-30 $7.6M 95k 79.58
2025-03-31 $6.7M 97k 68.80
2024-12-31 $9.5M 122k 77.43

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
Wal-Mart Stores (WMT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
Ishares Tr Europe Etf (IEV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for New Wave Wealth Advisors

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