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First Trust Financials AlphaDEX shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 40k 56.19
2025-12-31 $1.7M 29k 60.35
2023-06-30 $371k 9.8k 37.70
2022-12-31 $1.1M 27k 40.95

More positions owned by Mercer Global Advisors

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Msci Intl Moment (IMTM)
Dimensional Etf Trust Intl High Profit (DIHP)

View all positions for Mercer Global Advisors

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Morgan Stanley
LPL Financial
Raymond James Financial
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