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First Trust Financials AlphaDEX shares owned by Private Advisor

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

Historical chart of Private Advisor investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 51k 59.39
2025-06-30 $2.6M 47k 56.06
2025-03-31 $2.7M 51k 53.00
2024-12-31 $1.4M 27k 54.13
2024-09-30 $948k 19k 51.13
2024-06-30 $812k 18k 46.29
2024-03-31 $873k 18k 47.52
2023-12-31 $805k 19k 43.29
2023-09-30 $1.7M 46k 37.83
2023-06-30 $1.8M 48k 37.70
2023-03-31 $3.6M 97k 37.33
2022-12-31 $1.2k 28k 0.04
2022-09-30 $978k 27k 36.79
2022-06-30 $6.7M 174k 38.85
2022-03-31 $8.4M 183k 45.91
2021-12-31 $1.3M 28k 46.29
2021-09-30 $436k 9.8k 44.28
2021-06-30 $1.7M 39k 43.68
2021-03-31 $516k 12k 41.60
2020-12-31 $444k 13k 34.25
2020-09-30 $456k 18k 25.37
2020-06-30 $1.1M 43k 25.50
2020-03-31 $1.0M 48k 21.14
2019-12-31 $1.7M 52k 33.50
2019-09-30 $1.4M 45k 31.81
2019-06-30 $1.5M 48k 31.64
2019-03-31 $903k 30k 30.25
2018-12-31 $821k 30k 27.01
2018-09-30 $1.0M 32k 31.97
2018-06-30 $406k 13k 31.44
2018-03-31 $579k 19k 31.05
2017-12-31 $649k 21k 31.73
2017-09-30 $991k 33k 29.95
2017-06-30 $1.1M 38k 28.72
2017-03-31 $1.1M 40k 27.30
2016-12-31 $1.0M 37k 27.39
2016-09-30 $588k 24k 24.22
2016-06-30 $584k 26k 22.75
2016-03-31 $965k 43k 22.60
2015-12-31 $680k 29k 23.18
2015-09-30 $418k 19k 22.43
2015-06-30 $387k 16k 23.74
2015-03-31 $293k 12k 23.64
2014-12-31 $275k 12k 23.30
2014-09-30 $342k 16k 21.83

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View all positions for Private Advisor

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