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First Trust Financials AlphaDEX shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.3M 23k 56.06
2025-03-31 $1.1M 21k 53.00
2024-12-31 $1.0M 19k 54.13
2024-03-31 $211k 4.4k 47.52

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Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
CFG Asset Management
Nilsine Partners
Advisory Services Network
Ameriprise Financial
Royal Bank of Canada
O'Dell Group
Stifel Financial
D.A. Davidson & Co.

View all funds holding First Trust Financials AlphaDEX