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First Trust Financials AlphaDEX shares owned by Cyndeo Wealth Partners

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Cyndeo Wealth Partners from 13F filings

Historical chart of Cyndeo Wealth Partners investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Cyndeo Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 29k 59.39
2025-06-30 $1.7M 30k 56.06
2025-03-31 $1.7M 33k 53.00
2024-12-31 $1.5M 28k 54.13

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Meta Platforms Cl A (META)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl A (GOOGL)
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
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View all positions for Cyndeo Wealth Partners

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