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First Trust Financials AlphaDEX shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 41k 60.35
2017-12-31 $9.0k 302 29.80

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Spdr Series Trust State Street Spd (SPIB)
Ishares Tr 0-3 Mnth Treasry (SGOV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Amazon (AMZN)

View all positions for Warren Averett Asset Management

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Wells Fargo & Company
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UBS Group
Ameriprise Financial
Nilsine Partners
Advisory Services Network
Goss Wealth Management
Royal Bank of Canada
O'Dell Group
WCG Wealth Advisors
Stifel Financial
CFG Asset Management
Commonwealth Equity Services

View all funds holding First Trust Financials AlphaDEX