First Trust Financials AlphaDEX shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in First Trust Financials AlphaDEX
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Quarterly reported holdings in First Trust Financials AlphaDEX by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $242k | 4.7k | 51.13 |
| 2024-06-30 | $219k | 4.7k | 46.29 |
| 2024-03-31 | $225k | 4.7k | 47.52 |
| 2023-12-31 | $205k | 4.7k | 43.29 |
| 2023-03-31 | $1.4M | 37k | 37.33 |
| 2022-12-31 | $1.1M | 27k | 40.96 |
| 2022-09-30 | $879k | 24k | 36.86 |
| 2022-06-30 | $982k | 25k | 38.89 |
| 2022-03-31 | $304k | 6.6k | 45.96 |
| 2021-12-31 | $225k | 4.8k | 46.54 |
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