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First Trust Financials AlphaDEX shares owned by Capital Square

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

Historical chart of Capital Square 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 Square 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 Square

Quarter filed Position value Share count Share price at filing
2026-09-30 $213k 3.5k 60.81

More positions owned by Capital Square

Vanguard Total Stock Market ETF (VTI)
iShares S&P US Pref Stock Idx Fnd (PFF)
Blackrock Etf Trust (PMMF)
Eli Lilly & Co. (LLY)
Amplify Etf Tr a (DIVO)
Amazon (AMZN)
Altria (MO)
Apple (AAPL)
iShares S&P 500 Growth Index (IVW)
Market Vectors Etf Tr Pfd Sec (PFXF)
Vanguard Total Bond Market ETF (BND)
Sch Fnd Intl Lg Etf (FNDF)
Caretrust Reit (CTRE)
NVIDIA Corporation (NVDA)
Ishares Tr core tl usd bd (IUSB)

View all positions for Capital Square

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