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First Trust Financials AlphaDEX shares owned by Hrt Financial

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Hrt Financial from 13F filings

Historical chart of Hrt Financial investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Hrt Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 25k 56.18
2025-09-30 $226k 3.8k 59.36
2025-03-31 $270k 5.1k 52.87
2023-03-31 $552k 15k 37.27
2021-03-31 $522k 13k 41.53
2015-09-30 $644k 29k 22.44

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Ishares Tr Put
Microsoft Corp Call
Sandisk Corp (SNDK)
Nvidia Corporation Call
Nvidia Corporation Put
Apple Call
Amazon Call
Wal-Mart Stores (WMT)
Apple (AAPL)
Meta Platforms Call
Marvell Technology (MRVL)
Ishares Tr Put

View all positions for Hrt Financial

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
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Bank of America Corporation
UBS Group
Advisory Services Network
WCG Wealth Advisors
Ameriprise Financial
Capital Performance Advisors
Stifel Financial
Commonwealth Equity Services
Royal Bank of Canada
Two Sigma Investments
Advisor Group Holdings

View all funds holding First Trust Financials AlphaDEX