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First Trust Financials AlphaDEX shares owned by Custom Index Systems

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Custom Index Systems from 13F filings

Historical chart of Custom Index Systems investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Custom Index Systems

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 26k 59.39
2025-06-30 $782k 14k 56.06
2025-03-31 $505k 9.5k 53.00

More positions owned by Custom Index Systems

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Emer Mkt High Fd (DEM)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Emer (FNDE)
Meta Platforms Cl A (META)

View all positions for Custom Index Systems

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