Clear Creek Financial Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Clear Creek Financial 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
2022 Q1	–	Sell	-315,418	Closed	-$14.6M	–	349
2021 Q4	$14.6M	Buy	+315,418	New	+$14.7M	2.2%	8

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 $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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Clear Creek Financial Management's FXO Position: Q1 2022 in Review

Clear Creek Financial Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2022, closing a stake of 315,418 shares — an estimated $14.6M sold.

Clear Creek Financial Management first reported a position in FXO in Q4 2021 and held it in 1 quarter. The position peaked at $14.6M in Q4 2021. 199 funds tracked by Wall St. Rank hold FXO as of Q1 2022.

Clear Creek Financial Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Clear Creek Financial Management sold 315,418 First Trust Financials AlphaDEX Fund shares in Q1 2022, an estimated $14.6M.
Clear Creek Financial Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
Clear Creek Financial Management's First Trust Financials AlphaDEX Fund position peaked at $14.6M in Q4 2021.
199 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2022.

Based on Clear Creek Financial Management's 13F filing for Q1 2022, filed 2 May 2022.