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First Trust Financials AlphaDEX shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $532k 14k 37.83
2023-06-30 $753k 20k 37.70
2023-03-31 $894k 24k 37.33
2022-12-31 $1.2M 30k 40.96
2022-09-30 $1.2M 29k 40.01
2022-06-30 $1.2M 30k 38.85
2022-03-31 $1.4M 31k 43.38
2021-12-31 $1.3M 28k 46.29

More positions owned by Paragon Private Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Tr Rus Mid Cap Etf (IWR)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange-traded Dj Internt Idx (FDN)
Broadcom (AVGO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
First Tr Exchange Traded Nasdq Semcndtr (FTXL)
Visa Com Cl A (V)

View all positions for Paragon Private Wealth Management

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
Ameriprise Financial
Royal Bank of Canada
O'Dell Group
Stifel Financial
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding First Trust Financials AlphaDEX