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First Trust Small Cap Cr AlphaDEX shares owned by Mount Yale Investment Advisors

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

Historical chart of Mount Yale Investment 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 Mount Yale Investment 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 Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $254k 2.2k 113.16

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Enterprise Products Partners (EPD)
Exxon Mobil Corporation (XOM)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Msci Eafe (IEFA)
Comcast Corp Cl A (CMCSA)
Broadcom (AVGO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Mount Yale Investment Advisors

Top funds holding First Trust Small Cap Cr AlphaDEX

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

View all funds holding First Trust Small Cap Cr AlphaDEX