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First Trust Financials AlphaDEX shares owned by United Capital Financial Advisers

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

Historical chart of United Capital Financial Advisers investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in First Trust Financials AlphaDEX by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $289k 5.1k 56.21
2025-12-31 $219k 3.6k 60.35
2025-09-30 $215k 3.6k 59.39
2025-06-30 $203k 3.6k 56.06
2023-03-31 $266k 7.1k 37.33
2022-12-31 $642k 16k 40.96
2022-09-30 $642k 17k 36.84
2022-06-30 $873k 23k 38.84
2022-03-31 $1.1M 24k 45.92
2021-12-31 $1.1M 24k 46.30
2021-09-30 $1.2M 27k 44.26
2021-06-30 $1.1M 25k 43.68
2021-03-31 $1.0M 25k 41.59
2020-12-31 $865k 25k 34.28
2020-09-30 $742k 29k 25.36
2020-06-30 $878k 35k 25.48
2020-03-31 $923k 44k 21.14
2019-12-31 $4.1M 121k 33.51
2019-09-30 $3.8M 119k 31.81
2019-06-30 $3.7M 117k 31.65
2019-03-31 $3.5M 115k 30.26
2018-12-31 $3.2M 118k 27.01
2018-09-30 $3.3M 103k 31.98
2018-06-30 $1.5M 47k 31.33
2018-03-31 $1.5M 48k 31.03
2017-12-31 $1.6M 52k 31.33
2017-09-30 $1.8M 61k 29.68
2017-06-30 $1.8M 63k 28.58
2017-03-31 $4.1M 146k 27.70
2016-12-31 $4.9M 183k 27.03
2016-09-30 $6.2M 253k 24.30
2016-06-30 $6.6M 288k 23.00
2016-03-31 $7.4M 326k 22.61
2015-12-31 $6.6M 285k 23.18
2015-09-30 $7.1M 315k 22.45
2015-06-30 $7.6M 322k 23.73
2015-03-31 $8.0M 339k 23.51

More positions owned by United Capital Financial Advisers

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Repligen Corporation (RGEN)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Value Etf (VTV)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Core Univrsl Usd (IUSB)

View all positions for United Capital Financial Advisers

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Morgan Stanley
LPL Financial
Raymond James Financial
Bank of America Corporation
UBS Group
Advisory Services Network
WCG Wealth Advisors
Ameriprise Financial
Capital Performance Advisors
Stifel Financial
Commonwealth Equity Services
Royal Bank of Canada
Two Sigma Investments
Advisor Group Holdings

View all funds holding First Trust Financials AlphaDEX