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First Trust Financials AlphaDEX shares owned by Advisory Advocates

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

Historical chart of Advisory Advocates investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Advisory Advocates

Quarter filed Position value Share count Share price at filing
2026-03-31 $365k 6.5k 56.19
2025-12-31 $392k 6.5k 60.35

More positions owned by Advisory Advocates

First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Nuveen Equity Premium and Growth Fund (SPXX)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Cohen & Steers infrastucture Fund (UTF)
Columbia Seligm Prem Tech Gr (STK)
Apple (AAPL)
Adams Express Company (ADX)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Vanguard World Inf Tech Etf (VGT)
Royce Value Trust (RVT)
Amazon (AMZN)

View all positions for Advisory Advocates

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Morgan Stanley
LPL Financial
Raymond James Financial
Bank of America Corporation
UBS Group
WCG Wealth Advisors
Ameriprise Financial
Capital Performance Advisors
Stifel Financial
Royal Bank of Canada
Two Sigma Investments
Commonwealth Equity Services
TradeWell Securities
Janney Montgomery Scott

View all funds holding First Trust Financials AlphaDEX