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First Trust Financials AlphaDEX shares owned by WealthBridge Capital Management

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

Historical chart of WealthBridge Capital 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 WealthBridge Capital 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 WealthBridge Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 3.4k 59.39
2023-03-31 $201k 5.4k 37.33
2019-03-31 $60k 1.9k 31.56
2018-12-31 $51k 1.9k 26.83

More positions owned by WealthBridge Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Bny Mellon Etf Trust Us Lrg Cp Core (BKLC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Ishares Tr Expnd Tec Sc Etf (IGM)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Gold Tr Gold Shs (GLD)
Alphabet Cap Stk Cl C (GOOG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for WealthBridge Capital Management

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