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First Trust Financials AlphaDEX shares owned by ROI Financial Advisors

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

Historical chart of ROI Financial 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 ROI Financial 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 ROI Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $232k 4.6k 50.06
2024-03-31 $220k 4.6k 47.59

More positions owned by ROI Financial Advisors

NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Costco Wholesale Corporation (COST)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Home Depot (HD)
Palo Alto Networks (PANW)
Mastercard Incorporated Cl A (MA)
Visa Com Cl A (V)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Procter & Gamble Company (PG)
Spdr Gold Tr Gold Shs (GLD)

View all positions for ROI Financial Advisors

Top funds holding First Trust Financials AlphaDEX

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

View all funds holding First Trust Financials AlphaDEX