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First Trust Financials AlphaDEX shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Advisory 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 Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 27k 51.13
2024-06-30 $1.3M 27k 46.29
2023-03-31 $397k 11k 37.33
2022-03-31 $614k 13k 45.94
2021-12-31 $377k 8.1k 46.27
2021-09-30 $617k 14k 44.24
2021-06-30 $651k 15k 43.64
2021-03-31 $566k 14k 41.57

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View all positions for Private Advisory

Top funds holding First Trust Financials AlphaDEX

Morgan Stanley
Wells Fargo & Company
LPL Financial
Bank of America Corporation
Raymond James Financial Services Advisors
Raymond James & Associates
Royal Bank of Canada
Stifel Financial
Commonwealth Equity Services
Advisor Group Holdings
Cetera Investment Advisers
SFI Advisors
Virtue Capital Management
Envestnet Asset Management
Vestmark Advisory Solutions

View all funds holding First Trust Financials AlphaDEX