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First Trust Financials AlphaDEX shares owned by Worth Asset Management

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

Historical chart of Worth Asset 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 Worth Asset 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $9.5k 251 37.70
2023-03-31 $9.4k 251 37.33
2022-12-31 $10k 251 40.96
2022-09-30 $9.0k 251 35.86
2022-06-30 $10k 251 39.84

More positions owned by Worth Asset Management

Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding First Trust Financials AlphaDEX

First Trust Advisors
Wells Fargo & Company
LPL Financial
Raymond James Financial
UBS Group
Goss Wealth Management
Nilsine Partners
CFG Asset Management
Advisory Services Network
Ameriprise Financial
Royal Bank of Canada
O'Dell Group
Stifel Financial
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding First Trust Financials AlphaDEX