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First Trust Small Cap Cr AlphaDEX shares owned by LVZ Advisors

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

Historical chart of LVZ 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 LVZ 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 LVZ Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 12k 93.24
2023-12-31 $2.1M 23k 91.56
2023-09-30 $2.0M 25k 80.66
2023-06-30 $2.0M 25k 82.26
2023-03-31 $1.9M 23k 80.60
2022-12-31 $1.8M 24k 78.45
2022-09-30 $1.6M 22k 72.73
2022-06-30 $1.6M 21k 76.66
2022-03-31 $1.8M 20k 91.57
2021-12-31 $2.0M 21k 97.07
2021-09-30 $1.7M 19k 91.54
2021-06-30 $1.8M 19k 93.28
2021-03-31 $1.6M 18k 90.60
2020-12-31 $1.7M 22k 76.94
2020-09-30 $1.1M 20k 57.86
2020-06-30 $1.0M 19k 54.29
2020-03-31 $682k 17k 41.11
2019-12-31 $1.4M 22k 64.94
2019-09-30 $1.2M 20k 60.07
2019-06-30 $868k 14k 61.44
2019-03-31 $778k 13k 61.70
2018-12-31 $373k 6.9k 54.22
2018-09-30 $443k 6.9k 64.63
2018-06-30 $434k 6.6k 66.00
2015-12-31 $328k 7.4k 44.23
2015-09-30 $324k 7.4k 43.70

More positions owned by LVZ Advisors

First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

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