First Trust Financials AlphaDEX shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Trust Financials AlphaDEX
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Quarterly reported holdings in First Trust Financials AlphaDEX by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 9.6k | 59.39 |
| 2025-06-30 | $520k | 9.3k | 56.06 |
| 2025-03-31 | $458k | 8.6k | 53.00 |
| 2024-12-31 | $335k | 6.2k | 54.13 |
| 2024-03-31 | $326k | 6.9k | 47.52 |
| 2023-12-31 | $358k | 8.3k | 43.29 |
| 2023-09-30 | $424k | 11k | 37.83 |
| 2023-06-30 | $473k | 13k | 37.70 |
| 2023-03-31 | $1.3M | 34k | 37.33 |
| 2022-12-31 | $4.4M | 107k | 40.96 |
| 2022-09-30 | $3.8M | 104k | 36.81 |
| 2022-06-30 | $3.8M | 98k | 38.85 |
| 2022-03-31 | $3.7M | 86k | 42.73 |
| 2021-12-31 | $3.7M | 80k | 46.28 |
| 2021-09-30 | $3.2M | 72k | 44.25 |
| 2021-06-30 | $2.6M | 60k | 43.68 |
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