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First Trust Financials AlphaDEX shares owned by Lakeview Capital Partners

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Lakeview Capital Partners from 13F filings

Historical chart of Lakeview Capital Partners investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Lakeview Capital Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $224k 4.4k 51.14
2024-06-30 $269k 5.7k 47.52
2024-03-31 $269k 5.7k 47.52
2023-12-31 $268k 6.2k 43.29
2023-09-30 $221k 5.8k 37.83
2023-06-30 $222k 5.9k 37.70

More positions owned by Lakeview Capital Partners

Listed Fd Tr Shares Lag Cap (OVL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Biohaven (BHVN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Managed Portfolio Series Kensington Hedge (KHPI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Etfs Gold Tr Physcl Gold Shs (SGOL)

View all positions for Lakeview Capital Partners

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
Royal Bank of Canada
Stifel Financial
Ameriprise Financial
Commonwealth Equity Services
Advisor Group Holdings
SFI Advisors
Virtue Capital Management
Cetera Investment Advisers
Envestnet Asset Management

View all funds holding First Trust Financials AlphaDEX