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Brendel Financial Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Brendel Financial 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
2021
Q3 		– Sell
-1,201
Closed -$52K – 151
2021
Q2 		$52K Buy
+1,201
New +$53K 0.03% 172

Other funds holding FXO

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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Brendel Financial Advisors's FXO Position: Q3 2021 in Review

Brendel Financial Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2021, closing a stake of 1,201 shares — an estimated $52K sold.

Brendel Financial Advisors first reported a position in FXO in Q2 2021 and held it in 1 quarter. The position peaked at $52K in Q2 2021. 173 funds tracked by Wall St. Rank hold FXO as of Q3 2021.

  • Brendel Financial Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 1,201 First Trust Financials AlphaDEX Fund shares in Q3 2021, an estimated $52K.
  • Brendel Financial Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's First Trust Financials AlphaDEX Fund position peaked at $52K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.