First Tr Exch Trd Alphadex sml cp grw a shares owned by Willner & Heller
Quarter-by-quarter ownership of First Tr Exch Trd Alphadex sml cp grw a (FYC) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller 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 Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $675k | 7.4k | 90.71 |
| 2025-06-30 | $585k | 7.4k | 79.58 |
| 2025-03-31 | $482k | 7.0k | 68.80 |
| 2024-12-31 | $581k | 7.5k | 77.43 |
| 2024-09-30 | $548k | 7.4k | 74.37 |
| 2024-06-30 | $518k | 7.9k | 65.89 |
| 2024-03-31 | $504k | 7.7k | 65.69 |
| 2023-12-31 | $551k | 8.7k | 62.92 |
| 2022-12-31 | $422k | 7.6k | 55.28 |
| 2022-09-30 | $271k | 5.0k | 53.82 |
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