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First Trust Financials AlphaDEX shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital investment in First Trust Financials AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Financials AlphaDEX held by Wiley Bros.-aintree Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Financials AlphaDEX by Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.3M 20k 62.46
2026-03-31 $540k 9.6k 56.19
2025-09-30 $232k 3.9k 59.39
2025-06-30 $219k 3.9k 56.06

More positions owned by Wiley Bros.-aintree Capital

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Micron Technology (MU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wiley Bros.-aintree Capital

Top funds holding First Trust Financials AlphaDEX

Wells Fargo & Company
Morgan Stanley
LPL Financial
Raymond James Financial
Bank of America Corporation
UBS Group
WCG Wealth Advisors
Capital Performance Advisors
Stifel Financial
Ameriprise Financial
Commonwealth Equity Services
TradeWell Securities
Janney Montgomery Scott
Perryman Financial Advisory Inc /ad
D.A. Davidson & Co.

View all funds holding First Trust Financials AlphaDEX