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First Trust Small Cap Cr AlphaDEX shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management 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 Trueblood Wealth Management 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 Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $304k 3.3k 93.24
2023-12-31 $298k 3.3k 91.56

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
Chevron Corporation (CVX)
Caterpillar (CAT)
UnitedHealth (UNH)
Arthur J. Gallagher & Co. (AJG)
Cincinnati Financial Corporation (CINF)
Home Depot (HD)
First Tr Exchange-traded Smid Risng Etf (SDVY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Ft Vest Ris (RDVI)
McDonald's Corporation (MCD)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)

View all positions for Trueblood Wealth Management

Top funds holding First Trust Small Cap Cr AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Royal Bank of Canada
Janney Montgomery Scott
Hapanowicz & Associates Financial Services
Raymond James & Associates
Raymond James Financial Services Advisors
Cetera Investment Advisers
Wealth Alliance Advisory Group
Main Line Retirement Advisors
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Commonwealth Equity Services

View all funds holding First Trust Small Cap Cr AlphaDEX