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

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

Historical chart of Lakeridge 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 Lakeridge 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 Lakeridge Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $961k 10k 93.24

More positions owned by Lakeridge Wealth Management

Sherwin-Williams Company (SHW)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Mid Cap Core Alphad Com Shs (FNX)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Core 1 5 Yr Usd (ISTB)
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE)
Dimensional Etf Trust Short Duration F (DFSD)
International Business Machines (IBM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Lakeridge 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
UBS Group
Raymond James & Associates
Cetera Investment Advisers
Raymond James Financial Services Advisors
Cambridge Investment Research Advisors
Jpmorgan Chase & Co
Wealth Alliance Advisory Group
Main Line Retirement Advisors

View all funds holding First Trust Small Cap Cr AlphaDEX