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First Trust Small Cap Cr AlphaDEX shares owned by Assetmark

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

Historical chart of Assetmark 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 Assetmark 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 Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $14k 131 108.98
2025-06-30 $26k 266 97.28
2025-03-31 $22k 244 90.09
2023-09-30 $38k 475 80.66
2023-06-30 $90k 1.1k 82.26
2022-12-31 $4.6k 59 78.46

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View all positions for Assetmark

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