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

Catalyst 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
2023 Q1	$267K	Buy	+7,160	New	+$302K	0.25%	105

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 $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

ODG

O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Catalyst Wealth Management's FXO Position: Q1 2023 in Review

Catalyst Wealth Management opened a new position in First Trust Financials AlphaDEX Fund (FXO) in Q1 2023: 7,160 shares worth $267K. The stake represents 0.25% of the portfolio and ranks #105 among its holdings.

209 funds tracked by Wall St. Rank hold FXO as of Q1 2023.

Catalyst Wealth Management held 7,160 shares of First Trust Financials AlphaDEX Fund worth $267K as of Q1 2023.
First Trust Financials AlphaDEX Fund was a new Catalyst Wealth Management position in Q1 2023.
First Trust Financials AlphaDEX Fund made up 0.25% of Catalyst Wealth Management's portfolio in Q1 2023, its #105 holding.
209 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.