First Trust Financials AlphaDEX shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in First Trust Financials AlphaDEX
Tip: Access up to 7 years of quarterly data
All positions including First Trust Financials AlphaDEX held by Independent Advisor Alliance consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust Financials AlphaDEX by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $718k | 13k | 56.19 |
| 2024-12-31 | $6.1M | 112k | 54.13 |
| 2024-06-30 | $4.2M | 90k | 46.29 |
| 2024-03-31 | $4.5M | 94k | 47.52 |
| 2023-12-31 | $4.5M | 105k | 43.29 |
| 2023-09-30 | $3.9M | 104k | 37.83 |
| 2023-06-30 | $3.9M | 103k | 37.70 |
| 2023-03-31 | $3.0M | 80k | 37.33 |
| 2022-12-31 | $3.0M | 73k | 40.96 |
| 2021-09-30 | $1.5M | 33k | 44.24 |
| 2019-12-31 | $2.9M | 86k | 33.52 |
| 2018-09-30 | $0 | 15k | 0.00 |
| 2018-06-30 | $0 | 14k | 0.00 |
| 2017-03-31 | $754k | 28k | 27.30 |
More positions owned by Independent Advisor Alliance
View all positions for Independent Advisor Alliance
Top funds holding First Trust Financials AlphaDEX
View all funds holding First Trust Financials AlphaDEX