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

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

Historical chart of Tidemark 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 Tidemark 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 Tidemark

Quarter filed Position value Share count Share price at filing
2024-12-31 $56k 718 77.48
2024-09-30 $53k 717 74.44
2024-06-30 $47k 716 65.87
2024-03-31 $293k 4.5k 65.69
2023-12-31 $235k 3.7k 62.93

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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