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First Trust Financials AlphaDEX shares owned by Change Path

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

Historical chart of Change Path investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Change Path

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 28k 51.13
2024-06-30 $1.3M 28k 46.27
2024-03-31 $1.2M 25k 47.53
2023-12-31 $1.0M 24k 43.28
2023-09-30 $211k 5.6k 37.77
2023-06-30 $760k 20k 37.68
2023-03-31 $708k 19k 37.32
2022-12-31 $614k 15k 40.96
2022-09-30 $491k 13k 36.77
2019-06-30 $1.8M 58k 31.65

More positions owned by Change Path

Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Advisorshares Tr Star Glob Buyw (VEGA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Change Path

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
LPL Financial
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Raymond James & Associates
D.A. Davidson & Co.
Branch Banking & Trust Company
Royal Bank of Canada
Stifel Financial
Ameriprise Financial
Commonwealth Equity Services
Advisor Group Holdings
SFI Advisors
Virtue Capital Management

View all funds holding First Trust Financials AlphaDEX