ARS Wealth Advisors Group »

First Trust Small Cap Cr AlphaDEX shares owned by ARS Wealth Advisors Group

Quarter-by-quarter ownership of First Trust Small Cap Cr AlphaDEX (FYX) shares owned by ARS Wealth Advisors Group from 13F filings

Historical chart of ARS Wealth Advisors Group investment in First Trust Small Cap Cr AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Small Cap Cr AlphaDEX held by ARS Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Small Cap Cr AlphaDEX by ARS Wealth Advisors Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 14k 91.56
2023-09-30 $1.2M 15k 80.66
2023-06-30 $1.2M 15k 82.26
2023-03-31 $1.4M 17k 80.60
2022-12-31 $2.0M 26k 78.45
2022-09-30 $3.1M 42k 72.71
2022-06-30 $4.7M 61k 76.65

More positions owned by ARS Wealth Advisors Group

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Select Sector Spdr Tr Technology (XLK)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Procter & Gamble Company (PG)
Pepsi (PEP)
Merck & Co (MRK)
Johnson & Johnson (JNJ)
Honeywell International (HON)

View all positions for ARS Wealth Advisors Group

Top funds holding First Trust Small Cap Cr AlphaDEX

Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Janney Montgomery Scott
Hapanowicz & Associates Financial Services
UBS Group
Raymond James & Associates
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Wealth Alliance Advisory Group
Main Line Retirement Advisors
Kestra Advisory Services
Baird Financial
Park National Corp
Wealthsource Partners

View all funds holding First Trust Small Cap Cr AlphaDEX