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First Trust Financials AlphaDEX shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $417k 9.6k 43.29
2023-09-30 $357k 9.4k 37.83
2023-06-30 $355k 9.4k 37.70
2023-03-31 $378k 10k 37.33
2022-12-31 $435k 11k 40.96
2022-09-30 $390k 11k 36.79
2022-06-30 $453k 11k 41.59
2022-03-31 $595k 13k 45.87
2021-12-31 $617k 13k 47.57
2021-09-30 $574k 13k 44.28
2021-06-30 $527k 12k 43.69
2021-03-31 $542k 12k 44.94
2020-12-31 $379k 9.9k 38.14
2020-09-30 $211k 8.3k 25.40
2020-06-30 $228k 8.3k 27.44
2019-12-31 $295k 8.8k 33.52
2019-09-30 $281k 8.8k 31.86
2019-06-30 $285k 9.0k 31.51
2019-03-31 $312k 10k 30.24
2018-12-31 $306k 10k 30.55