Clear Investment Research’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Clear Investment Research’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	-935	Closed	-$43K	–	145
2021 Q4	$43K	Buy	935 +6	+0.6%	+$280	0.07%	85
2021 Q3	$41K	Buy	929 +5	+0.5%	+$221	0.07%	84
2021 Q2	$40K	Buy	924 +452	+96%	+$20K	0.07%	83
2021 Q1	$20K	Buy	+472	New	+$18.3K	0.04%	93

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 Investment Research's FXO Position: Q1 2022 in Review

Clear Investment Research sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2022, closing a stake of 935 shares — an estimated $43K sold.

Clear Investment Research first reported a position in FXO in Q1 2021 and held it in 4 quarters. The position peaked at $43K in Q4 2021. 199 funds tracked by Wall St. Rank hold FXO as of Q1 2022.

Clear Investment Research reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Clear Investment Research sold 935 First Trust Financials AlphaDEX Fund shares in Q1 2022, an estimated $43K.
Clear Investment Research first reported a position in First Trust Financials AlphaDEX Fund in Q1 2021 and held it in 4 quarters.
Clear Investment Research's First Trust Financials AlphaDEX Fund position peaked at $43K in Q4 2021.
199 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2022.

Based on Clear Investment Research's 13F filing for Q1 2022, filed 2 May 2022.