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First Trust Financials AlphaDEX shares owned by Geneos Wealth Management

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

Historical chart of Geneos Wealth Management investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Geneos Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $506k 9.4k 54.13
2024-09-30 $285k 5.6k 51.13
2024-06-30 $258k 5.6k 46.29
2024-03-31 $267k 5.6k 47.52
2023-12-31 $244k 5.6k 43.29
2023-09-30 $213k 5.6k 37.83
2023-06-30 $347k 9.2k 37.70
2023-03-31 $552k 15k 37.33
2022-12-31 $606k 15k 40.96
2022-09-30 $484k 13k 36.74
2022-06-30 $505k 13k 39.38
2022-03-31 $530k 12k 45.88
2021-12-31 $460k 9.9k 46.27
2021-09-30 $491k 11k 44.86
2021-06-30 $495k 11k 43.93
2021-03-31 $500k 11k 43.94
2020-12-31 $458k 11k 41.89
2020-09-30 $246k 10k 24.54
2020-06-30 $244k 10k 24.36
2020-03-31 $234k 11k 21.50
2019-12-31 $337k 10k 33.36
2019-09-30 $314k 9.9k 31.76
2019-06-30 $54k 1.7k 31.43
2019-03-31 $51k 1.7k 29.72
2018-12-31 $36k 1.3k 26.79
2018-09-30 $49k 1.5k 31.74
2018-06-30 $48k 1.5k 31.15
2018-03-31 $47k 1.5k 30.56
2017-12-31 $46k 1.5k 31.17
2017-09-30 $40k 1.4k 29.07
2017-06-30 $55k 1.9k 28.29
2017-03-31 $36k 1.3k 27.52
2016-12-31 $29k 1.1k 26.34
2016-09-30 $26k 1.1k 23.64
2016-06-30 $41k 1.8k 22.79
2016-03-31 $40k 1.8k 22.25

More positions owned by Geneos Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)

View all positions for Geneos Wealth Management

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