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First Trust Financials AlphaDEX shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 26k 51.13
2024-06-30 $1.5M 33k 46.29
2024-03-31 $1.6M 34k 47.52
2023-09-30 $5.7M 150k 37.83
2023-06-30 $6.5M 172k 37.70
2023-03-31 $6.4M 172k 37.33
2022-12-31 $6.5M 158k 40.96
2022-09-30 $5.9M 161k 36.81
2022-06-30 $5.9M 153k 38.85
2022-03-31 $6.7M 146k 45.91
2021-12-31 $6.9M 149k 46.28
2021-09-30 $6.4M 144k 44.25
2021-06-30 $7.0M 161k 43.67
2020-12-31 $1.6M 48k 34.28
2020-06-30 $1.1M 45k 25.50
2019-12-31 $784k 23k 33.50
2019-09-30 $747k 24k 31.80
2019-06-30 $743k 24k 31.63
2019-03-31 $711k 24k 30.27
2018-12-31 $646k 24k 27.03
2018-09-30 $394k 12k 31.99
2018-06-30 $708k 23k 31.34
2018-03-31 $765k 25k 31.05
2017-12-31 $700k 22k 31.30
2017-09-30 $650k 22k 29.69
2017-06-30 $597k 21k 28.61
2017-03-31 $578k 21k 27.70
2016-12-31 $279k 10k 27.07
2016-09-30 $260k 11k 24.30
2016-06-30 $222k 9.6k 23.12
2015-12-31 $396k 17k 23.13
2015-09-30 $460k 21k 22.43
2015-06-30 $497k 21k 23.72
2015-03-31 $500k 21k 23.63
2014-12-31 $492k 21k 23.26
2014-09-30 $462k 21k 21.84
2014-06-30 $424k 19k 22.26
2014-03-31 $392k 18k 21.83
2013-09-30 $77k 3.9k 19.87
2013-06-30 $73k 3.9k 18.83

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

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