Accel Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Accel Wealth Management’s Portfolio FXO Stock Details FXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-460	Closed	-$17.2K	–	427
2023 Q1	$17.2K	Buy	460 +2	+0.4%	+$84	0.01%	754
2022 Q4	$18.8K	Sell	458 -766	-63%	-$31.5K	0.01%	574
2022 Q3	$49K	Buy	1,224 +8	+0.7%	+$326	0.03%	369
2022 Q2	$47K	Buy	1,216 +5	+0.4%	+$211	0.03%	359
2022 Q1	$56K	Buy	1,211 +3	+0.2%	+$138	0.03%	350
2021 Q4	$56K	Buy	1,208 +756	+167%	+$35.3K	0.03%	362
2021 Q3	$20K	Buy	452 +1	+0.2%	+$44	0.01%	503
2021 Q2	$20K	Buy	+451	New	+$19.9K	0.01%	542

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accel Wealth Management's FXO Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2023, closing a stake of 460 shares — an estimated $17.2K sold.

Accel Wealth Management first reported a position in FXO in Q2 2021 and held it in 8 quarters. The position peaked at $56K in Q1 2022. 177 funds tracked by Wall St. Rank hold FXO as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 460 First Trust Financials AlphaDEX Fund shares in Q2 2023, an estimated $17.2K.
Accel Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $56K in Q1 2022.
177 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.