Sound Income Strategies »

First Trust Small Cap Cr AlphaDEX shares owned by Sound Income Strategies

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

Historical chart of Sound Income 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 Sound Income 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 Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $161k 1.3k 120.80
2025-06-30 $875 9 97.33
2025-03-31 $810 9 90.11

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Pennantpark Floating Rate Cap Cef (PFLT)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Enbridge Stock (ENB)
Greif Inc Cl B Stock (GEF.B)

View all positions for Sound Income Strategies

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