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First Trust Financials AlphaDEX shares owned by Claro Advisors

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

Historical chart of Claro 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 Claro 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 Claro Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $309k 5.2k 59.40
2025-06-30 $324k 5.8k 56.06
2025-03-31 $287k 5.4k 53.00
2019-09-30 $213k 6.7k 31.84
2018-12-31 $18k 550 32.73

More positions owned by Claro Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Msci Usa Qlt Fct (QUAL)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Meta Platforms Cl A (META)

View all positions for Claro Advisors

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