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First Trust Financials AlphaDEX shares owned by Live Oak Investment Partners

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

Historical chart of Live Oak Investment Partners investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $27k 612 43.29
2023-09-30 $23k 612 37.83
2023-06-30 $23k 612 37.70
2023-03-31 $23k 612 37.33
2022-12-31 $25k 612 40.96

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
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Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

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