Sweet Financial Partners »

First Trust Small Cap Cr AlphaDEX shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial 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 Sweet Financial Partners 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 Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.6M 39k 93.24
2023-12-31 $3.1M 34k 91.56
2023-09-30 $1.9M 24k 80.66
2023-06-30 $1.7M 20k 82.26

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

Top funds holding First Trust Small Cap Cr AlphaDEX

Wells Fargo & Company
Bank of America Corporation
Royal Bank of Canada
Janney Montgomery Scott
Hapanowicz & Associates Financial Services
UBS Group
Raymond James & Associates
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Wealth Alliance Advisory Group
Main Line Retirement Advisors
Kestra Advisory Services
Baird Financial
Park National Corp
Wealthsource Partners

View all funds holding First Trust Small Cap Cr AlphaDEX