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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
2026-03-31 $1.2M 13k 96.98
2025-03-31 $204k 3.0k 68.80
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

LPL Financial
Wells Fargo & Company
Raymond James Financial
Morgan Stanley
Cetera Investment Advisers
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Stifel Financial
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Royal Bank of Canada
Eclectic Associates
Richmond Investment Services
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