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First Trust Financials AlphaDEX shares owned by Private Advisor

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $805k 19k 43.29
2023-09-30 $1.7M 46k 37.83
2023-06-30 $1.8M 48k 37.70
2023-03-31 $3.6M 97k 37.33
2022-12-31 $1.2k 28k 0.04
2022-09-30 $978k 27k 36.79
2022-06-30 $6.7M 174k 38.85
2022-03-31 $1.3M 28k 46.29
2021-12-31 $1.3M 28k 46.29
2021-09-30 $436k 9.8k 44.28
2021-06-30 $1.7M 39k 43.68
2021-03-31 $516k 12k 41.60
2020-12-31 $444k 13k 34.25
2020-09-30 $456k 18k 25.37
2020-06-30 $1.1M 43k 25.50
2020-03-31 $1.0M 48k 21.14
2019-12-31 $1.7M 52k 33.50
2019-09-30 $1.4M 45k 31.81
2019-06-30 $1.5M 48k 31.64
2019-03-31 $903k 30k 30.25
2018-12-31 $821k 30k 27.01
2018-09-30 $1.0M 32k 31.97
2018-06-30 $406k 13k 31.44
2018-03-31 $579k 19k 31.05
2017-12-31 $649k 21k 31.73
2017-09-30 $991k 33k 29.95
2017-06-30 $1.1M 38k 28.72
2017-03-31 $1.1M 40k 27.30
2016-12-31 $1.0M 37k 27.39
2016-09-30 $588k 24k 24.22
2016-06-30 $584k 26k 22.75
2016-03-31 $965k 43k 22.60
2015-12-31 $680k 29k 23.18
2015-09-30 $418k 19k 22.43
2015-06-30 $387k 16k 23.74
2015-03-31 $293k 12k 23.64
2014-12-31 $275k 12k 23.30
2014-09-30 $342k 16k 21.83

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Apple (AAPL)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Private Advisor

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