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First Trust Financials AlphaDEX shares owned by Sage Private Wealth Group

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

Historical chart of Sage Private Wealth Group investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $7.0k 200 35.00
2022-06-30 $8.0k 199 40.20
2022-03-31 $9.0k 198 45.45
2021-12-31 $9.0k 197 45.69
2021-09-30 $9.0k 196 45.92
2021-06-30 $9.0k 195 46.15
2021-03-31 $8.0k 195 41.03
2020-12-31 $7.0k 194 36.08

More positions owned by Sage Private Wealth Group

First Tr Exchange-traded Smid Risng Etf (SDVY)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
First Tr Exchange-traded Rba Indl Etf (AIRR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ishares Gold Tr Ishares New (IAU)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Eaton Corp SHS (ETN)
Motorola Solutions Com New (MSI)

View all positions for Sage Private Wealth Group

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
LPL Financial
UBS Group
Bank of America Corporation
Raymond James Financial Services Advisors
Raymond James & Associates
D.A. Davidson & Co.
Branch Banking & Trust Company
Royal Bank of Canada
Stifel Financial
Ameriprise Financial
Commonwealth Equity Services
Advisor Group Holdings
SFI Advisors
Virtue Capital Management

View all funds holding First Trust Financials AlphaDEX