Segment Wealth Management LLC Has $1.56 Million Holdings in First Trust Financials AlphaDEX Fd(ETF) (NYSEARCA:FXO)

Segment Wealth Management LLC lifted its position in First Trust Financials AlphaDEX Fd(ETF) (NYSEARCA:FXO) by 141.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 49,865 shares of the company’s stock after purchasing an additional 29,220 shares during the quarter. Segment Wealth Management LLC owned about 0.13% of First Trust Financials AlphaDEX Fd(ETF) worth $1,562,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in FXO. Atria Investments LLC increased its stake in First Trust Financials AlphaDEX Fd(ETF) by 22.2% in the fourth quarter. Atria Investments LLC now owns 18,678 shares of the company’s stock valued at $585,000 after acquiring an additional 3,392 shares during the last quarter. Shamrock Asset Management LLC increased its stake in First Trust Financials AlphaDEX Fd(ETF) by 25,216.5% in the fourth quarter. Shamrock Asset Management LLC now owns 174,684 shares of the company’s stock valued at $5,471,000 after acquiring an additional 173,994 shares during the last quarter. Finally, Hochman Cole Investment Advisors Inc. increased its stake in First Trust Financials AlphaDEX Fd(ETF) by 1.5% in the fourth quarter. Hochman Cole Investment Advisors Inc. now owns 199,557 shares of the company’s stock valued at $6,250,000 after acquiring an additional 2,865 shares during the last quarter.

First Trust Financials AlphaDEX F (NYSEARCA:FXO) traded up $0.54 on Wednesday, reaching $31.24. The company had a trading volume of 155,601 shares, compared to its average volume of 317,171. First Trust Financials AlphaDEX F has a 1-year low of $26.85 and a 1-year high of $32.92.

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First Trust Financials AlphaDEX Fd(ETF) Company Profile

First Trust Financials AlphaDEX Fund (the Fund) is an exchange-traded fund. It seeks investment results that correspond generally to the price and yield of an equity index called the StrataQuant Financials Index (the Index). The StrataQuant Financials Index is an enhanced index created and administered by the AMEX, which employs the AlphaDEX stock selection methodology to select stocks from the Russell 1000 Index.

Institutional Ownership by Quarter for First Trust Financials AlphaDEX Fd(ETF) (NYSEARCA:FXO)

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