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Bullock Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Bullock Wealth 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
2024
Q2 		– Sell
-102
Closed -$4.78K – 579
2024
Q1 		$4.78K Buy
+102
New +$4.53K ﹤0.01% 426

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bullock Wealth Management's FXO Position: Q2 2024 in Review

Bullock Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2024, closing a stake of 102 shares — an estimated $4.78K sold.

Bullock Wealth Management first reported a position in FXO in Q1 2024 and held it in 1 quarter. The position peaked at $4.78K in Q1 2024. 184 funds tracked by Wall St. Rank hold FXO as of Q2 2024.

  • Bullock Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 102 First Trust Financials AlphaDEX Fund shares in Q2 2024, an estimated $4.78K.
  • Bullock Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $4.78K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.