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First Trust Financials AlphaDEX shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 80k 43.29

More positions owned by Concurrent Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)
Amazon (AMZN)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Concurrent Investment Advisors

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