KKM Financial »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Financials AlphaDEX by KKM Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $682k 13k 51.13
2024-03-31 $689k 15k 47.52

More positions owned by KKM Financial

Apple (AAPL)
Meta Platforms Cl A (META)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Oracle Corporation (ORCL)
Palo Alto Networks (PANW)
Ishares Tr Expnd Tec Sc Etf (IGM)
Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Ishares Tr U.s. Tech Etf (IYW)

View all positions for KKM Financial

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
LPL Financial
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Raymond James & Associates
D.A. Davidson & Co.
Branch Banking & Trust Company
Royal Bank of Canada
Stifel Financial
Ameriprise Financial
Commonwealth Equity Services
Advisor Group Holdings
SFI Advisors
Virtue Capital Management

View all funds holding First Trust Financials AlphaDEX