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First Trust Financials AlphaDEX shares owned by Proactive Wealth Strategies

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

Historical chart of Proactive Wealth Strategies investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Proactive Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.4M 41k 59.39
2025-06-30 $2.3M 41k 56.07
2025-03-31 $2.2M 41k 53.00
2024-12-31 $2.2M 41k 54.12

More positions owned by Proactive Wealth Strategies

First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
NVIDIA Corporation (NVDA)
RBB Us Treas 3 Mnth (TBIL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Palo Alto Networks (PANW)
Apple (AAPL)
First Tr Exchange-traded SHS (FVD)
Microsoft Corporation (MSFT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
First Tr Exchange Traded Indls Prod Dur (FXR)
Sprott Asset Management Physical Silver (PSLV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Sprott Asset Management Physical Gold Tr (PHYS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Proactive Wealth Strategies

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