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First Trust Financials AlphaDEX shares owned by Wealth & Pension Services Group

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Wealth & Pension Services Group from 13F filings

Historical chart of Wealth & Pension Services Group investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by Wealth & Pension Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by Wealth & Pension Services Group

Quarter filed Position value Share count Share price at filing
2019-09-30 $349k 11k 31.83
2019-06-30 $346k 11k 31.64

More positions owned by Wealth & Pension Services Group

SPDR DJ Wilshire Large Cap (SPLG)
iShares Russell 1000 Index (IWB)
SPDR S&P World ex-US (SPDW)
J P Morgan Exchange Traded F ultra shrt (JPST)
iShares Russell 1000 Value Index (IWD)
Vanguard Dividend Appreciation ETF (VIG)
Vanguard Value ETF (VTV)
Vanguard Europe Pacific ETF (VEA)
iShares Russell 3000 Growth Index (IUSG)
iShares Russell 1000 Growth Index (IWF)
iShares S&P 500 Index (IVV)
SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Lehman 3-7 Yr Treasury Bond (IEI)
SPDR DJ Wilshire Mid Cap (SPMD)
Ishares Tr (LRGF)

View all positions for Wealth & Pension Services Group

Top funds holding First Trust Financials AlphaDEX

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial Services Advisors
Bank of America Corporation
UBS Group
Raymond James & Associates
Envestnet Asset Management
Branch Banking & Trust Company
Royal Bank of Canada
Stifel Financial
Commonwealth Equity Services
Ameriprise Financial
Virtue Capital Management
SFI Advisors

View all funds holding First Trust Financials AlphaDEX