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
2024-06-30 $405k 8.8k 46.29

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt Etf (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us Etf (VEU)
Vanguard Index Fds Growth Etf Etf (VUG)
Chipotle Mexican Grill Common Stock (CMG)
Vanguard Index Fds Value Etf Common Stock (VTV)
Microsoft Corpcom Common Stock (MSFT)
Apple Common Stock (AAPL)
Amazon Common Stock (AMZN)
Spdr S&p 500 Etf Trtr Unit Etf (SPY)
Nvidia Corporation Common Stock (NVDA)
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)
Vanguard Index Fds Mcapvlidxvip Etf (VOE)
Vanguard Index Fdss&p 500 Etf Etf (VOO)
Isharestrcoremsci Eafe Etf (IEFA)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Summit Financial

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