Glassman Wealth Services »

First Trust Financials AlphaDEX shares owned by Glassman Wealth Services

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

Historical chart of Glassman Wealth Services investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Financials AlphaDEX by Glassman Wealth Services

Quarter filed Position value Share count Share price at filing
2025-03-31 $21k 388 53.00
2018-12-31 $21k 763 27.52
2018-09-30 $226k 7.1k 32.05
2018-06-30 $197k 6.3k 31.32

More positions owned by Glassman Wealth Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Snap-on Incorporated (SNA)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Glassman Wealth Services

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
Ameriprise Financial
Royal Bank of Canada
O'Dell Group
Stifel Financial
D.A. Davidson & Co.
Commonwealth Equity Services

View all funds holding First Trust Financials AlphaDEX