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First Trust Small Cap Cr AlphaDEX shares owned by Personal Cfo Solutions

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

Historical chart of Personal Cfo Solutions 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 Personal Cfo Solutions 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 Personal Cfo Solutions

Quarter filed Position value Share count Share price at filing
2024-06-30 $277k 3.1k 90.45
2024-03-31 $285k 3.1k 93.25
2023-09-30 $272k 3.4k 80.68

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Chubb (CB)
Apple (AAPL)
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)
Ishares Tr Msci Eafe Etf (EFA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
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Alphabet Cap Stk Cl A (GOOGL)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Alphabet Cap Stk Cl C (GOOG)
CNA Financial Corporation (CNA)
Itt (ITT)

View all positions for Personal Cfo Solutions

Top funds holding First Trust Small Cap Cr AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Janney Montgomery Scott
Hapanowicz & Associates Financial Services
Raymond James & Associates
Raymond James Financial Services Advisors
Cetera Investment Advisers
Wealth Alliance Advisory Group
Main Line Retirement Advisors
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services

View all funds holding First Trust Small Cap Cr AlphaDEX