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First Trust Financials AlphaDEX shares owned by Coppell Advisory Solutions

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Coppell Advisory Solutions from 13F filings

Historical chart of Coppell Advisory Solutions investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Coppell Advisory Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 3.8k 59.53
2025-06-30 $213k 3.8k 55.63
2024-12-31 $207k 3.8k 54.16
2024-09-30 $1.0M 20k 50.96
2024-06-30 $1.0M 22k 46.29
2023-12-31 $120k 2.8k 43.29
2023-09-30 $13k 308 40.96
2023-06-30 $4.5M 120k 37.66
2023-03-31 $473k 13k 36.77
2022-12-31 $13k 308 40.96

More positions owned by Coppell Advisory Solutions

Ea Series Trust Burney Us Fctr (BRNY)
Listed Fds Tr Relative Strengt (RSMV)
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Listed Fds Tr Yields For You I (YFYA)
Ssga Active Etf Tr Blackstone Senr (SRLN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
First Tr Exchange-traded Ft Vest S&p 500 (KNG)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Coppell Advisory Solutions

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