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Alpha Cubed Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Alpha Cubed Investments’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
2018
Q4 		– Sell
-6,725
Closed -$203K – 260
2018
Q3 		$203K Buy
+6,725
New +$217K 0.02% 299

Other funds holding FXO

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Alpha Cubed Investments's FXO Position: Q4 2018 in Review

Alpha Cubed Investments sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2018, closing a stake of 6,725 shares — an estimated $203K sold.

Alpha Cubed Investments first reported a position in FXO in Q3 2018 and held it in 1 quarter. The position peaked at $203K in Q3 2018. 149 funds tracked by Wall St. Rank hold FXO as of Q4 2018.

  • Alpha Cubed Investments reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Alpha Cubed Investments sold 6,725 First Trust Financials AlphaDEX Fund shares in Q4 2018, an estimated $203K.
  • Alpha Cubed Investments first reported a position in First Trust Financials AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Alpha Cubed Investments's First Trust Financials AlphaDEX Fund position peaked at $203K in Q3 2018.
  • 149 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2018.

Based on Alpha Cubed Investments's 13F filing for Q4 2018, filed 29 Jan 2019.