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

Align 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
2022 Q4	$699	Buy	+19	New	+$781	﹤0.01%	198

Other funds holding FXO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Align Wealth Management's FXO Position: Q4 2022 in Review

Align Wealth Management opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q4 2022: 19 shares worth $699. The stake represents ﹤0.01% of the portfolio and ranks #198 among its holdings.

215 funds tracked by Wall St. Rank hold FXO as of Q4 2022.

Align Wealth Management held 19 shares of First Trust Financials AlphaDEX Fund worth $699 as of Q4 2022.
First Trust Financials AlphaDEX Fund was a new Align Wealth Management position in Q4 2022.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #198 holding.
215 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.