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First Trust Financials AlphaDEX shares owned by Creative Planning

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

Historical chart of Creative Planning investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 21k 51.13
2024-06-30 $955k 21k 46.29
2024-03-31 $966k 20k 47.52
2023-12-31 $1.8M 41k 43.29
2023-09-30 $1.7M 45k 37.83
2023-06-30 $1.7M 45k 37.70
2023-03-31 $1.7M 47k 37.33
2022-12-31 $1.9M 46k 40.96
2022-09-30 $1.8M 49k 36.80
2022-06-30 $2.0M 52k 38.85
2022-03-31 $2.2M 47k 45.91
2021-12-31 $2.2M 48k 46.28
2021-09-30 $2.2M 49k 44.25
2021-06-30 $2.1M 49k 43.67
2021-03-31 $206k 4.9k 41.65
2018-09-30 $254k 7.9k 32.00
2018-06-30 $247k 7.9k 31.37
2017-09-30 $441k 15k 29.69
2017-06-30 $424k 15k 28.58
2017-03-31 $68k 2.5k 27.51
2016-12-31 $120k 4.4k 27.07
2016-09-30 $109k 4.5k 24.28
2016-06-30 $22k 960 22.92
2016-03-31 $11k 468 23.50
2015-12-31 $7.0k 310 22.58
2015-09-30 $7.0k 310 22.58
2015-06-30 $1.4M 60k 23.73
2014-12-31 $279k 12k 23.25
2014-09-30 $3.0k 135 22.22
2014-06-30 $467k 21k 22.24
2014-03-31 $873k 40k 21.82
2013-12-31 $999 30 33.33
2013-09-30 $999 30 33.33
2013-06-30 $141k 7.5k 18.73

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

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