BDO Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

BDO Wealth Advisors’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	$2.87K	Hold	76	–	–	﹤0.01%	827
2023 Q1	$2.84K	Buy	+76	New	+$3.21K	﹤0.01%	872
2017 Q4	–	Sell	-100	Closed	-$3K	–	487
2017 Q3	$3K	Buy	100 +27	+37%	+$784	﹤0.01%	374
2017 Q2	$2K	Buy	+73	New	+$2.03K	﹤0.01%	498

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 $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BDO Wealth Advisors's FXO Position: Q2 2023 in Review

BDO Wealth Advisors held its First Trust Financials AlphaDEX Fund (FXO) position steady in Q2 2023 at 76 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

BDO Wealth Advisors first reported a position in FXO in Q2 2017 and has held it in 4 quarters since. The position peaked at $3K in Q3 2017. 177 funds tracked by Wall St. Rank hold FXO as of Q2 2023.

BDO Wealth Advisors held 76 shares of First Trust Financials AlphaDEX Fund worth $2.87K as of Q2 2023.
BDO Wealth Advisors left its First Trust Financials AlphaDEX Fund share count unchanged in Q2 2023.
First Trust Financials AlphaDEX Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #827 holding.
BDO Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2017 and has held it in 4 quarters since.
BDO Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $3K in Q3 2017.
177 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.