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First Trust Financials AlphaDEX shares owned by 1858 Wealth Management

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by 1858 Wealth Management from 13F filings

Historical chart of 1858 Wealth Management investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by 1858 Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by 1858 Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $891k 17k 51.13
2024-06-30 $731k 16k 46.29
2024-03-31 $623k 14k 43.29

More positions owned by 1858 Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Cme (CME)
Ametek (AME)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)
Ge Vernova (GEV)
Uber Technologies (UBER)

View all positions for 1858 Wealth Management

Top funds holding First Trust Financials AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Raymond James Financial Services Advisors
Raymond James & Associates
Royal Bank of Canada
Stifel Financial
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
SFI Advisors
Virtue Capital Management
Envestnet Asset Management
Vestmark Advisory Solutions

View all funds holding First Trust Financials AlphaDEX