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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

Tip: Access up to 7 years of quarterly data

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
2026-06-30 $1.6M 26k 62.46
2026-03-31 $1.4M 24k 56.19
2025-12-31 $1.5M 26k 60.35
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

NVIDIA Corporation (NVDA)
Apple (AAPL)
CBOE Holdings (CBOE)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
Palo Alto Networks (PANW)
Visa Com Cl A (V)
Fidelity Merrimack Str Tr Low Duration Bd (FLDB)
Raytheon Technologies Corp (RTX)
Micron Technology (MU)
Abbvie (ABBV)
Ishares Tr Core S&p Scp Etf (IJR)
International Business Machines (IBM)

View all positions for Harmony Asset Management

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Morgan Stanley
LPL Financial
Raymond James Financial
Bank of America Corporation
UBS Group
WCG Wealth Advisors
Capital Performance Advisors
Stifel Financial
Ameriprise Financial
Commonwealth Equity Services
TradeWell Securities
Janney Montgomery Scott
Perryman Financial Advisory Inc /ad
D.A. Davidson & Co.

View all funds holding First Trust Financials AlphaDEX