American Institute for Advanced Investment Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

American Institute for Advanced Investment 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
2020 Q2	–	Sell	-23,925	Closed	-$506K	–	98
2020 Q1	$506K	Sell	23,925 -18,225	-43%	-$545K	0.55%	53
2019 Q4	$1.41M	Buy	+42,150	New	+$1.37M	1.36%	27

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 $445B AUM 25.58% 1-Year Est. Return

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RJFSA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

American Institute for Advanced Investment Management's FXO Position: Q2 2020 in Review

American Institute for Advanced Investment Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2020, closing a stake of 23,925 shares — an estimated $506K sold.

American Institute for Advanced Investment Management first reported a position in FXO in Q4 2019 and held it in 2 quarters. The position peaked at $1.41M in Q4 2019. 116 funds tracked by Wall St. Rank hold FXO as of Q2 2020.

American Institute for Advanced Investment Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
American Institute for Advanced Investment Management sold 23,925 First Trust Financials AlphaDEX Fund shares in Q2 2020, an estimated $506K.
American Institute for Advanced Investment Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
American Institute for Advanced Investment Management's First Trust Financials AlphaDEX Fund position peaked at $1.41M in Q4 2019.
116 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2020.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2020, filed 20 Jul 2020.