Fulcrum Equity Management »

First Trust Small Cap Cr AlphaDEX shares owned by Fulcrum Equity Management

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

Historical chart of Fulcrum Equity 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 Fulcrum Equity Management 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 Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $247k 1.7k 144.30

More positions owned by Fulcrum Equity Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Ishares Msci World Etf (URTH)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Oneok (OKE)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr Series Trust St Str P500etf (SPYM)
Select Sector Spdr Tr St Str Finl Etf (XLF)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr St Str Indl Etf (XLI)
Wal-Mart Stores (WMT)

View all positions for Fulcrum Equity Management

Top funds holding First Trust Small Cap Cr AlphaDEX

Royal Bank of Canada
Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Bank of America Corporation
UBS Group
Janney Montgomery Scott
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Concurrent Investment Advisors
Crusonia Wealth Advisors
Chicago Partners Investment
Genesee Capital Advisors
Cambridge Investment Research Advisors

View all funds holding First Trust Small Cap Cr AlphaDEX