Summit Financial »

First Trust Financials AlphaDEX shares owned by Summit Financial

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

Historical chart of Summit Financial investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Financials AlphaDEX by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 20k 51.13
2024-06-30 $405k 8.8k 46.29

More positions owned by Summit Financial

Vanguard Tsm Idx;etf Etf (VTI)
Vanguard Ftse Xus;etf Etf (VEU)
Vanguard Gro Idx;etf Etf (VUG)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Value Etf Etf (VTV)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
SPDR S&P 500 Etf (SPY)
Vanguard 500 Idx;etf Etf (VOO)
Amazon.com Common Stock (AMZN)
Nvidia Corporation Common Stock (NVDA)
Vanguard Sc V I;etf Etf (VBR)
Ishares:core S&p 500 Etf (IVV)
Meta Platforms Common Stock (META)
Vanguard Mc V I;etf Etf (VOE)

View all positions for Summit Financial

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