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Bellwether Investment Group’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bellwether Investment Group’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
Q1 		– Sell
-550
Closed -$15K – 843
2016
Q4 		$15K Buy
+550
New +$14K 0.01% 528
2016
Q2 		$13K Buy
+550
New +$12.7K 0.01% 372

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bellwether Investment Group's FXO Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2017, closing a stake of 550 shares — an estimated $15K sold.

Bellwether Investment Group first reported a position in FXO in Q2 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 117 funds tracked by Wall St. Rank hold FXO as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 550 First Trust Financials AlphaDEX Fund shares in Q1 2017, an estimated $15K.
  • Bellwether Investment Group first reported a position in First Trust Financials AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Financials AlphaDEX Fund position peaked at $15K in Q4 2016.
  • 117 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.