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First Trust Small Cap Cr AlphaDEX shares owned by Atlas Legacy Advisors

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

Historical chart of Atlas Legacy Advisors 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 Atlas Legacy Advisors 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 Atlas Legacy Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $510k 4.7k 108.98
2025-06-30 $456k 4.7k 97.28
2025-03-31 $216k 2.4k 90.09
2024-12-31 $473k 4.7k 101.06

More positions owned by Atlas Legacy Advisors

Ishares Tr U.s. Tech Etf (IYW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Apple (AAPL)
Ishares Tr Rus Mid Cap Etf (IWR)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)

View all positions for Atlas Legacy Advisors

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