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First Trust Small Cap Cr AlphaDEX shares owned by Sagespring Wealth Partners

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

Historical chart of Sagespring Wealth Partners 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 Sagespring Wealth Partners 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 Sagespring Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $203k 1.8k 113.15
2024-12-31 $280k 2.8k 101.05

More positions owned by Sagespring Wealth Partners

Blackrock Etf Trust Ishares Us Equit (DYNF)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Trimtabs Etf Tr Fcf Us Qlty Etf (ABFL)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Tcw Transform Etf Trust Transform System (PWRD)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares A I Inno (BAI)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr U.s. Finls Etf (IYF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for Sagespring Wealth Partners

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