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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

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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
2025-09-30 $1.8M 30k 59.39
2025-06-30 $1.6M 29k 56.06
2025-03-31 $1.4M 27k 53.00
2024-12-31 $1.4M 25k 54.13
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

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Change Path

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