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Anchor Investment Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Anchor 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
2023
Q2 		– Sell
-675
Closed -$25.2K – 981
2023
Q1 		$25.2K Buy
+675
New +$28.5K ﹤0.01% 636
2022
Q1 		– Sell
-1,266
Closed -$58.6K – 1019
2021
Q4 		$58.6K Buy
+1,266
New +$59.1K 0.01% 544

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Anchor Investment Management's FXO Position: Q2 2023 in Review

Anchor Investment Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2023, closing a stake of 675 shares — an estimated $25.2K sold.

Anchor Investment Management first reported a position in FXO in Q4 2021 and held it in 2 quarters. The position peaked at $58.6K in Q4 2021. 177 funds tracked by Wall St. Rank hold FXO as of Q2 2023.

  • Anchor Investment Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Anchor Investment Management sold 675 First Trust Financials AlphaDEX Fund shares in Q2 2023, an estimated $25.2K.
  • Anchor Investment Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • Anchor Investment Management's First Trust Financials AlphaDEX Fund position peaked at $58.6K in Q4 2021.
  • 177 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2023.

Based on Anchor Investment Management's 13F filing for Q2 2023, filed 2 Jan 2024.