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First Trust Financials AlphaDEX shares owned by Sound Income Strategies

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

Historical chart of Sound Income 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 Sound Income 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 Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $224k 4.0k 56.28
2025-12-31 $243k 4.0k 61.00
2021-03-31 $13k 300 41.60
2019-12-31 $9.0k 255 35.29
2019-09-30 $5.0k 155 32.26
2019-06-30 $5.0k 155 32.26
2019-03-31 $5.0k 155 32.26
2018-12-31 $4.0k 155 25.81
2018-09-30 $35k 1.1k 31.53

More positions owned by Sound Income Strategies

Hercules Capital Cef (HTGC)
Ares Capital Corp Cef (ARCC)
Golub Cap Bdc Cef (GBDC)
Sixth Street Specialty Lending Cef (TSLX)
Blue Owl Capital Corporation Cef (OBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Blackstone Secd Lending Cef (BXSL)
Pennantpark Floating Rate Cap Cef (PFLT)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Sound Enhanced Fixed Income Etf Etf (FXED)
Citigroup Stock (C)
Omnicom Group Stock (OMC)
Totalenergies Se Act Stock (TTE)
Simon Ppty Group Reit (SPG)

View all positions for Sound Income Strategies

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Morgan Stanley
LPL Financial
Raymond James Financial
Bank of America Corporation
UBS Group
WCG Wealth Advisors
Ameriprise Financial
Capital Performance Advisors
Stifel Financial
Commonwealth Equity Services
Royal Bank of Canada
Two Sigma Investments
Janney Montgomery Scott
Perryman Financial Advisory Inc /ad

View all funds holding First Trust Financials AlphaDEX