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

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

Historical chart of Private Advisory investment in First Tr Exch Trd Alphadex sml cp grw a

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All positions including First Tr Exch Trd Alphadex sml cp grw a held by Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $919k 9.6k 96.12
2021-03-31 $2.0M 29k 69.66
2019-12-31 $2.1M 44k 46.68
2019-03-31 $850k 21k 40.11
2018-12-31 $850k 21k 40.11

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

LPL Financial
Raymond James Financial
Wells Fargo & Company
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