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First Tr Exch Trd Alphadex sml cp grw a shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management 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 Private Wealth Asset Management 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 Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $104k 1.1k 96.12
2025-09-30 $98k 1.1k 90.71
2025-06-30 $86k 1.1k 79.58

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Apple (AAPL)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Workiva Inc Com Cl A Com Cl A (WK)
Berkshire Hathaway Cl A (BRK.A)
Vanguard Sht-term Inflation-protected Sec Idx Strm Infproidx (VTIP)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

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

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