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First Trust Financials AlphaDEX shares owned by Brass Tax Wealth Management

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

Historical chart of Brass Tax Wealth Management investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Brass Tax Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 41k 59.39
2025-06-30 $2.3M 42k 56.06
2025-03-31 $2.3M 43k 53.00
2024-12-31 $2.4M 45k 54.13
2024-09-30 $2.3M 45k 51.13
2024-06-30 $2.1M 46k 46.29
2024-03-31 $2.2M 46k 47.52

More positions owned by Brass Tax Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Wellington Us Multifactor (VFMF)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Eli Lilly & Co. (LLY)

View all positions for Brass Tax Wealth Management

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