First Trust Financials AlphaDEX shares owned by Schrum Private Wealth Management
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Schrum Private Wealth Management
from 13F filings
Historical chart of Schrum Private Wealth Management investment in First Trust Financials AlphaDEX
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Quarterly reported holdings in First Trust Financials AlphaDEX by Schrum Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.1M | 26k | 43.29 |
| 2023-09-30 | $1.0M | 27k | 37.83 |
| 2023-06-30 | $1.0M | 27k | 37.70 |
| 2023-03-31 | $992k | 27k | 37.33 |
| 2022-12-31 | $1.1M | 27k | 40.96 |
| 2022-09-30 | $1.0M | 27k | 36.80 |
| 2022-06-30 | $1.1M | 27k | 38.85 |
| 2022-03-31 | $1.2M | 27k | 42.39 |
| 2021-12-31 | $1.3M | 27k | 46.26 |
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