First Tr Exch Trd Alphadex sml cp grw a shares owned by Wealth Effects
Quarter-by-quarter ownership of First Tr Exch Trd Alphadex sml cp grw a (FYC) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in First Tr Exch Trd Alphadex sml cp grw a
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Quarterly reported holdings in First Tr Exch Trd Alphadex sml cp grw a by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $259k | 2.9k | 90.72 |
| 2024-12-31 | $303k | 3.9k | 77.44 |
| 2024-09-30 | $259k | 3.5k | 74.38 |
| 2024-06-30 | $201k | 3.1k | 65.90 |
| 2024-03-31 | $215k | 3.3k | 65.70 |
| 2023-12-31 | $208k | 3.3k | 62.93 |
| 2022-06-30 | $225k | 4.2k | 54.05 |
| 2022-03-31 | $284k | 4.2k | 68.35 |
| 2021-12-31 | $310k | 4.2k | 74.61 |
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