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First Trust Financials AlphaDEX shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance 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 Capital Performance 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $14M 253k 56.19
2025-12-31 $15M 254k 60.35

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Ameriprise Financial
Advisory Services Network
Goss Wealth Management
WCG Wealth Advisors
Capital Performance Advisors
Stifel Financial
Commonwealth Equity Services
Advisor Group Holdings
Summit Financial
Janney Montgomery Scott

View all funds holding First Trust Financials AlphaDEX