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First Trust Financials AlphaDEX shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by Planning Capital Management Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2023-12-31 $69k 1.6k 43.29

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Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

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