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First Trust Financials AlphaDEX shares owned by Baird Financial

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

Historical chart of Baird Financial investment in First Trust Financials AlphaDEX

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Baird Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 114k 59.39
2025-06-30 $6.6M 117k 56.06
2025-03-31 $13M 235k 53.00
2024-12-31 $8.7M 160k 54.13
2024-09-30 $3.5M 68k 51.13
2024-06-30 $2.1M 45k 46.29
2024-03-31 $1.3M 27k 47.52
2023-12-31 $607k 14k 43.29
2023-09-30 $395k 10k 37.83
2023-06-30 $1.1M 28k 37.70
2023-03-31 $4.5M 120k 37.33
2022-12-31 $2.4M 60k 40.96
2022-09-30 $2.1M 57k 36.81
2022-06-30 $1.3M 34k 38.86
2022-03-31 $4.7M 102k 45.91
2021-12-31 $6.8M 147k 46.28
2021-09-30 $4.0M 90k 44.25
2021-06-30 $5.6M 128k 43.67
2021-03-31 $2.7M 65k 41.60
2020-12-31 $1.1M 32k 34.27
2020-09-30 $686k 27k 25.38
2020-06-30 $9.9M 297k 33.51
2020-03-31 $2.6M 122k 21.14
2019-12-31 $10M 304k 33.51
2019-09-30 $10M 319k 31.81
2019-06-30 $4.1M 130k 31.71
2019-03-31 $1.6M 54k 30.26
2018-12-31 $1.1M 41k 27.01
2018-09-30 $1.3M 41k 31.87
2018-06-30 $2.3M 73k 31.33
2018-03-31 $1.6M 53k 31.05
2017-12-31 $1.4M 46k 31.31
2017-09-30 $1.2M 39k 29.69
2017-06-30 $301k 11k 28.60
2017-03-31 $967k 35k 27.70
2016-12-31 $917k 34k 27.03
2016-03-31 $800k 35k 22.60
2015-12-31 $813k 35k 23.17
2015-09-30 $615k 27k 22.44
2015-06-30 $817k 34k 23.72

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View all positions for Baird Financial

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