First Trust Financials AlphaDEX shares owned by Creative Planning
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in First Trust Financials AlphaDEX
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Quarterly reported holdings in First Trust Financials AlphaDEX by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.8M | 41k | 43.29 |
| 2023-09-30 | $1.7M | 45k | 37.83 |
| 2023-06-30 | $1.7M | 45k | 37.70 |
| 2023-03-31 | $1.7M | 47k | 37.33 |
| 2022-12-31 | $1.9M | 46k | 40.96 |
| 2022-09-30 | $1.8M | 49k | 36.80 |
| 2022-06-30 | $2.0M | 52k | 38.85 |
| 2022-03-31 | $2.2M | 47k | 45.91 |
| 2021-12-31 | $2.2M | 48k | 46.28 |
| 2021-09-30 | $2.2M | 49k | 44.25 |
| 2021-06-30 | $2.1M | 49k | 43.67 |
| 2021-03-31 | $206k | 4.9k | 41.65 |
| 2018-09-30 | $254k | 7.9k | 32.00 |
| 2018-06-30 | $247k | 7.9k | 31.37 |
| 2017-09-30 | $441k | 15k | 29.69 |
| 2017-06-30 | $424k | 15k | 28.58 |
| 2017-03-31 | $68k | 2.5k | 27.51 |
| 2016-12-31 | $120k | 4.4k | 27.07 |
| 2016-09-30 | $109k | 4.5k | 24.28 |
| 2016-06-30 | $22k | 960 | 22.92 |
| 2016-03-31 | $11k | 468 | 23.50 |
| 2015-12-31 | $7.0k | 310 | 22.58 |
| 2015-09-30 | $7.0k | 310 | 22.58 |
| 2015-06-30 | $1.4M | 60k | 23.73 |
| 2014-12-31 | $279k | 12k | 23.25 |
| 2014-09-30 | $3.0k | 135 | 22.22 |
| 2014-06-30 | $467k | 21k | 22.24 |
| 2014-03-31 | $873k | 40k | 21.82 |
| 2013-12-31 | $999 | 30 | 33.33 |
| 2013-09-30 | $999 | 30 | 33.33 |
| 2013-06-30 | $141k | 7.5k | 18.73 |
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