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First Tr Exch Trd Alphadex sml cp grw a shares owned by Pinnacle Wealth Planning Services

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

Historical chart of Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services 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 Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $13k 134 96.12

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

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

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