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First Trust Financials AlphaDEX shares owned by Coastal Investment Advisors

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

Historical chart of Coastal Investment 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 Coastal Investment 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 Coastal Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $734k 12k 59.39
2025-06-30 $691k 12k 56.06
2025-03-31 $606k 11k 53.00
2024-12-31 $20k 365 54.53
2024-06-30 $15k 313 46.29
2024-03-31 $15k 312 47.53
2023-09-30 $76k 2.0k 37.69
2023-06-30 $76k 2.0k 37.69
2023-03-31 $424k 11k 37.33
2022-12-31 $82k 2.0k 40.97
2022-09-30 $74k 2.0k 36.91
2019-12-31 $392k 12k 34.09
2019-09-30 $323k 10k 31.85
2019-06-30 $15k 467 32.12