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

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $223k 2.9k 77.43
2024-09-30 $210k 2.8k 74.37

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

Morgan Stanley
LPL Financial
Wells Fargo & Company
First Trust Advisors
Raymond James Financial
Royal Bank of Canada
Bank of America Corporation
Eclectic Associates
New Wave Wealth Advisors
Cetera Investment Advisers
Heritage Oak Wealth Advisors
IFP Advisors
Kingsview Wealth Management
Concurrent Investment Advisors
Cambridge Investment Research Advisors

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