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First Trust Financials AlphaDEX shares owned by Harmony Asset Management

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

Historical chart of Harmony Asset Management investment in First Trust Financials AlphaDEX

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All positions including First Trust Financials AlphaDEX held by Harmony Asset 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 Harmony Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 30k 59.39
2025-06-30 $2.4M 42k 56.06
2025-03-31 $2.2M 42k 53.00
2024-12-31 $2.3M 42k 54.13

More positions owned by Harmony Asset Management

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Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Uber Technologies (UBER)
Home Depot (HD)
Raytheon Technologies Corp (RTX)
Meta Platforms Cl A (META)
Cme (CME)
Palo Alto Networks (PANW)
Simplify Exchange Traded Fun Hedged Equity (HEQT)

View all positions for Harmony Asset Management

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