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First Trust Financials AlphaDEX shares owned by WCG Wealth Advisors

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by WCG Wealth Advisors from 13F filings

Historical chart of WCG Wealth Advisors investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 105k 59.39
2025-06-30 $6.5M 116k 56.06
2025-03-31 $5.5M 105k 53.00
2024-12-31 $6.6M 121k 54.13

More positions owned by WCG Wealth Advisors

NVIDIA Corporation (NVDA)
Apple (AAPL)
American Centy Etf Tr Us Eqt Etf (AVUS)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Visa Com Cl A (V)
Pimco Etf Tr Multisector Bd (PYLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Alphabet Cap Stk Cl C (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for WCG Wealth Advisors

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