MAI Wealth Advisors »

First Trust Financials AlphaDEX shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth 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 MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Financials AlphaDEX by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $428k 9.9k 43.29
2023-09-30 $378k 10k 37.83
2023-06-30 $426k 11k 37.70
2023-03-31 $588k 16k 37.33
2022-12-31 $679k 17k 40.96
2022-09-30 $397k 11k 36.81
2022-06-30 $836k 22k 38.86
2022-03-31 $2.0M 43k 45.90
2021-12-31 $4.3M 93k 46.28

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth 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