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Capital Wealth Planning’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Capital Wealth Planning’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
2019
Q4 		– Sell
-11,000
Closed -$351K – 213
2019
Q3 		$351K Hold
11,000
– – 0.02% 169
2019
Q2 		$348K Buy
+11,000
New +$343K 0.03% 165

Other funds holding FXO

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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
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
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
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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Capital Wealth Planning's FXO Position: Q4 2019 in Review

Capital Wealth Planning sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2019, closing a stake of 11,000 shares — an estimated $351K sold.

Capital Wealth Planning first reported a position in FXO in Q2 2019 and held it in 2 quarters. The position peaked at $351K in Q3 2019. 175 funds tracked by Wall St. Rank hold FXO as of Q4 2019.

  • Capital Wealth Planning reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 11,000 First Trust Financials AlphaDEX Fund shares in Q4 2019, an estimated $351K.
  • Capital Wealth Planning first reported a position in First Trust Financials AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
  • Capital Wealth Planning's First Trust Financials AlphaDEX Fund position peaked at $351K in Q3 2019.
  • 175 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2019.

Based on Capital Wealth Planning's 13F filing for Q4 2019, filed 26 Feb 2020.