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First Trust Financials AlphaDEX shares owned by BFC Planning

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

Historical chart of BFC Planning investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by BFC Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 3.3k 62.46
2026-03-31 $204k 3.6k 56.19
2025-12-31 $243k 4.0k 60.35
2025-09-30 $32 1 32.00
2025-06-30 $30 1 30.00
2025-03-31 $28 1 28.00
2024-12-31 $29 1 29.00

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View all positions for BFC Planning

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
LPL Financial
Raymond James Financial
Bank of America Corporation
UBS Group
WCG Wealth Advisors
Capital Performance Advisors
Stifel Financial
Ameriprise Financial
Commonwealth Equity Services
TradeWell Securities
Janney Montgomery Scott
Perryman Financial Advisory Inc /ad
D.A. Davidson & Co.
Envestnet Asset Management

View all funds holding First Trust Financials AlphaDEX