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First Trust Financials AlphaDEX shares owned by Carlson Financial

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

Historical chart of Carlson Financial investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $410k 6.6k 62.42
2026-03-31 $372k 6.6k 56.19
2025-12-31 $392k 6.5k 60.35

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View all positions for Carlson Financial

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Morgan Stanley
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.

View all funds holding First Trust Financials AlphaDEX