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First Trust Financials AlphaDEX shares owned by Principal Securities

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Principal Securities from 13F filings

Historical chart of Principal Securities investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Principal Securities

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 5.2k 59.39
2025-06-30 $296k 5.3k 56.06
2025-03-31 $296k 5.5k 54.13
2024-12-31 $296k 5.5k 54.13
2024-09-30 $298k 5.8k 51.13
2024-06-30 $319k 6.9k 46.29
2024-03-31 $345k 7.3k 47.52
2023-12-31 $315k 7.3k 43.29

More positions owned by Principal Securities

Principal Exchange Traded Us Mega Cp Etf (USMC)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Principal Exchange Traded Focused Blue Chi (BCHP)
Principal Exchange Traded Prin U S Small (PSC)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Microsoft Corporation (MSFT)
Principal Exchange Traded Intl Equity Etf (PIEQ)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Principal Exchange Traded Prnc Invt Grad (IG)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for Principal Securities

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
CFG Asset Management
Nilsine Partners
Advisory Services Network
Ameriprise Financial
Royal Bank of Canada
O'Dell Group
Stifel Financial
D.A. Davidson & Co.

View all funds holding First Trust Financials AlphaDEX