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Asset Planning Services (Pennsylvania)’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-920
Closed -$27K – 282
2017
Q3 		$27K Buy
920
+460
+100% +$13.4K 0.01% 180
2017
Q2 		$13K Buy
+460
New +$12.8K 0.01% 207

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s FXO Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2017, closing a stake of 920 shares — an estimated $27K sold.

Asset Planning Services (Pennsylvania) first reported a position in FXO in Q2 2017 and held it in 2 quarters. The position peaked at $27K in Q3 2017. 132 funds tracked by Wall St. Rank hold FXO as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 920 First Trust Financials AlphaDEX Fund shares in Q4 2017, an estimated $27K.
  • Asset Planning Services (Pennsylvania) first reported a position in First Trust Financials AlphaDEX Fund in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s First Trust Financials AlphaDEX Fund position peaked at $27K in Q3 2017.
  • 132 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.