Proactive Wealth Strategies »

First Trust Small Cap Cr AlphaDEX shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies 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 Proactive Wealth Strategies 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 Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 1.5k 144.24

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
Palo Alto Networks (PANW)
Apple (AAPL)
RBB F/m Us Treasury (TBIL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange-traded SHS (FVD)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchange Traded Rba Indl Etf (AIRR)

View all positions for Proactive Wealth Strategies

Top funds holding First Trust Small Cap Cr AlphaDEX

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

View all funds holding First Trust Small Cap Cr AlphaDEX