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First Trust Financials AlphaDEX shares owned by Change Path

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by Change Path

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 24k 43.28
2023-09-30 $211k 5.6k 37.77
2023-06-30 $760k 20k 37.68
2023-03-31 $708k 19k 37.32
2022-12-31 $614k 15k 40.96
2022-09-30 $491k 13k 36.77
2019-06-30 $1.8M 58k 31.65

More positions owned by Change Path

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr U S Equity Factr (LRGF)

View all positions for Change Path

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Raymond James Financial Services Advisors
Bank of America Corporation
UBS Group
Raymond James & Associates
Stifel Financial
Commonwealth Equity Services
Advisor Group Holdings
Royal Bank of Canada
Janney Montgomery Scott
Vestmark Advisory Solutions
Independent Advisor Alliance
Branch Banking & Trust Company
SFI Advisors
Navellier & Associates

View all funds holding First Trust Financials AlphaDEX