Potentia Wealth »

First Trust Small Cap Cr AlphaDEX shares owned by Potentia Wealth

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

Historical chart of Potentia Wealth 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 Potentia Wealth 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 Potentia Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $824k 7.6k 108.98
2025-06-30 $812k 8.3k 97.28
2025-03-31 $931k 10k 90.09

More positions owned by Potentia Wealth

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Global X Fds Defense Tech Etf (SHLD)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Blackstone Secd Lending Common Stock (BXSL)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Ishares Tr Rus 1000 Val Etf (IWD)
Global X Fds Data Ctr & Digit (DTCR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Potentia Wealth

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