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First Trust Financials AlphaDEX shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $254k 4.2k 60.35
2025-09-30 $250k 4.2k 59.39
2025-06-30 $201k 3.6k 56.06
2022-03-31 $373k 8.1k 45.92
2021-12-31 $236k 5.1k 46.26
2021-09-30 $236k 5.3k 44.34
2021-06-30 $290k 6.6k 43.71
2021-03-31 $256k 6.2k 41.43
2020-12-31 $212k 6.2k 34.35

More positions owned by Beacon Pointe Advisors

Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Lennox International (LII)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)

View all positions for Beacon Pointe Advisors

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Ameriprise Financial
Nilsine Partners
Advisory Services Network
Goss Wealth Management
WCG Wealth Advisors
Stifel Financial
CFG Asset Management
Commonwealth Equity Services
D.A. Davidson & Co.
Advisor Group Holdings

View all funds holding First Trust Financials AlphaDEX