FXO FIRST TRUST FINANCIAL ALPHAD

Ownership history in FIRST FINANCIAL CORP /IN/  ·  60 quarters on record

AI Ownership Summary

FIRST FINANCIAL CORP /IN/ reported FIRST TRUST FINANCIAL ALPHAD (FXO) in 60 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows FXO at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FXO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST FINANCIAL CORP /IN/'s position in FIRST TRUST FINANCIAL ALPHAD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FXO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST FINANCIAL CORP /IN/ held FXO — position size vs. price
% of Fund (quarterly)    FXO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 3,021 -25 -0.8% 0.07% $170K 2026-04-07 $56.92
2025 Q4 UNCHANGED 3,046 0% 0.07% $184K 2026-01-13 $59.87
2025 Q3 UNCHANGED 3,046 0% 0.07% $181K 2025-10-09 $57.85
2025 Q2 UNCHANGED 3,046 0% 0.08% $171K 2025-07-09 $55.77
2025 Q1 UNCHANGED 3,046 0% 0.08% $161K 2025-04-10 $46.55
2024 Q4 UNCHANGED 3,046 0% 0.08% $165K 2025-01-13 $51.43
2024 Q3 REDUCED 3,046 -14 -0.5% 0.07% $156K 2024-10-24 $51.54
2024 Q2 REDUCED 3,060 -376 -10.9% 0.07% $142K 2024-07-11 $45.88
2024 Q1 REDUCED 3,436 -1,054 -23.5% 0.08% $163K 2024-04-12 $42.66
2023 Q4 UNCHANGED 4,490 0% 0.10% $194K 2024-01-16 $40.60
50 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FIRST FINANCIAL CORP /IN/ and FXO

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST FINANCIAL CORP /IN/ reported owning FXO?

FIRST FINANCIAL CORP /IN/ reported FXO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FXO position in FIRST FINANCIAL CORP /IN/'s portfolio?

The largest reported portfolio weight for FXO was 0.10% in 2023 Q4.

What is the latest reported FXO position on this page?

The most recent filing on this page is 2026 Q1, when FIRST FINANCIAL CORP /IN/ reported 3,021 shares, equal to 0.07% of portfolio, with an estimated market value of $170K.

What does the chart on this FXO ownership page compare?

The chart compares FIRST FINANCIAL CORP /IN/'s quarterly FXO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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