First Trust Financials AlphaDEX shares owned by Peak Planning Group
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Peak Planning Group
from 13F filings
Historical chart of Peak Planning Group investment in First Trust Financials AlphaDEX
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Quarterly reported holdings in First Trust Financials AlphaDEX by Peak Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.9M | 33k | 56.19 |
| 2025-03-31 | $1.8M | 33k | 53.00 |
| 2024-12-31 | $1.8M | 33k | 54.13 |
| 2024-09-30 | $1.7M | 33k | 51.13 |
| 2024-06-30 | $1.5M | 33k | 46.29 |
| 2024-03-31 | $1.5M | 32k | 47.52 |
| 2023-12-31 | $1.4M | 32k | 43.29 |
| 2023-09-30 | $1.2M | 33k | 37.83 |
| 2023-06-30 | $1.2M | 33k | 37.70 |
| 2023-03-31 | $1.2M | 33k | 37.33 |
| 2022-12-31 | $1.4M | 33k | 40.96 |
| 2022-09-30 | $1.2M | 33k | 36.81 |
| 2022-06-30 | $1.3M | 33k | 38.85 |
| 2021-12-31 | $1.5M | 32k | 46.28 |
| 2021-09-30 | $1.4M | 32k | 44.25 |
| 2021-03-31 | $1.1M | 26k | 41.60 |
| 2020-12-31 | $740k | 22k | 34.28 |
| 2020-09-30 | $528k | 21k | 25.37 |
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