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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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All positions including First Tr Exch Trd Alphadex sml cp grw a held by Wealth Effects 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 Wealth Effects

Quarter filed Position value Share count Share price at filing
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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View all positions for Wealth Effects

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