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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

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Quarterly reported holdings in First Trust Financials AlphaDEX by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.8M 165k 59.39
2025-06-30 $9.1M 163k 56.06
2024-12-31 $1.2M 22k 54.13
2024-09-30 $1.0M 20k 51.13
2024-06-30 $405k 8.8k 46.29

More positions owned by Summit Financial

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
CFG Asset Management
Nilsine Partners
Advisory Services Network
Ameriprise Financial
Royal Bank of Canada
O'Dell Group
Stifel Financial
D.A. Davidson & Co.

View all funds holding First Trust Financials AlphaDEX