First Trust Financials AlphaDEX shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of First Trust Financials AlphaDEX (FXO) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in First Trust Financials AlphaDEX
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All positions including First Trust Financials AlphaDEX held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $326k | 6.9k | 47.52 |
2023-12-31 | $358k | 8.3k | 43.29 |
2023-09-30 | $424k | 11k | 37.83 |
2023-06-30 | $473k | 13k | 37.70 |
2023-03-31 | $1.3M | 34k | 37.33 |
2022-12-31 | $4.4M | 107k | 40.96 |
2022-09-30 | $3.8M | 104k | 36.81 |
2022-06-30 | $3.8M | 98k | 38.85 |
2022-03-31 | $3.7M | 80k | 46.28 |
2021-12-31 | $3.7M | 80k | 46.28 |
2021-09-30 | $3.2M | 72k | 44.25 |
2021-06-30 | $2.6M | 60k | 43.68 |
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