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First Trust Small Cap Cr AlphaDEX shares owned by Aspen Capital Management

Quarter-by-quarter ownership of First Trust Small Cap Cr AlphaDEX (FYX) shares owned by Aspen Capital Management from 13F filings

Historical chart of Aspen Capital Management 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 Aspen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Small Cap Cr AlphaDEX by Aspen Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $215k 2.0k 108.98

More positions owned by Aspen Capital Management

Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Global Real Est (DFGR)
Us Bancorp Del Com New (USB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)

View all positions for Aspen Capital Management

Top funds holding First Trust Small Cap Cr AlphaDEX

Morgan Stanley
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Raymond James Financial
Cetera Investment Advisers
Janney Montgomery Scott
Northwestern Mutual Wealth Management Company
Cambridge Investment Research Advisors
Concurrent Investment Advisors
Chicago Partners Investment
Commonwealth Equity Services
Wealth Alliance Advisory Group
Advisor Group Holdings

View all funds holding First Trust Small Cap Cr AlphaDEX