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First Trust Financials AlphaDEX shares owned by KKM Financial

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

Historical chart of KKM 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 KKM 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 KKM Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $778k 13k 59.39
2025-06-30 $724k 13k 56.06
2025-03-31 $807k 15k 53.00
2024-12-31 $784k 15k 54.13
2024-09-30 $682k 13k 51.13
2024-03-31 $689k 15k 47.52

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View all positions for KKM Financial

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