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

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

Historical chart of Waterfront Wealth 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 Waterfront Wealth 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 Waterfront Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $237k 3.1k 75.38
2022-09-30 $220k 3.7k 58.98
2022-03-31 $241k 3.7k 65.49
2021-12-31 $240k 3.2k 74.65

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

LPL Financial
Wells Fargo & Company
First Trust Advisors
Morgan Stanley
Royal Bank of Canada
Bank of America Corporation
IFP Advisors
Kingsview Wealth Management
Cambridge Investment Research Advisors
Concurrent Investment Advisors
Raymond James & Associates
Raymond James Financial Services Advisors
Cetera Investment Advisers
Envestnet Asset Management
Benjamin F. Edwards & Company

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