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Clearstead Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Clearstead Advisors’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
2020
Q4 		– Sell
-570
Closed -$14K – 995
2020
Q3 		$14K Buy
+570
New +$14.9K ﹤0.01% 625

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IPW
IronBridge Private Wealth Austin, Texas $304M AUM 26.93% 1-Year Est. Return

Clearstead Advisors's FXO Position: Q4 2020 in Review

Clearstead Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2020, closing a stake of 570 shares — an estimated $14K sold.

Clearstead Advisors first reported a position in FXO in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 128 funds tracked by Wall St. Rank hold FXO as of Q4 2020.

  • Clearstead Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2020 after selling out during the quarter.
  • Clearstead Advisors sold 570 First Trust Financials AlphaDEX Fund shares in Q4 2020, an estimated $14K.
  • Clearstead Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q3 2020 and held it in 1 quarter.
  • Clearstead Advisors's First Trust Financials AlphaDEX Fund position peaked at $14K in Q3 2020.
  • 128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2020.

Based on Clearstead Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.