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Columbia Advisory Partners’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Columbia Advisory Partners’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
Q3 		– Sell
-5,677
Closed -$221K – 46
2022
Q2 		$221K Buy
+5,677
New +$240K 0.25% 41

Other funds holding FXO

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LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Columbia Advisory Partners's FXO Position: Q3 2022 in Review

Columbia Advisory Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2022, closing a stake of 5,677 shares — an estimated $221K sold.

Columbia Advisory Partners first reported a position in FXO in Q2 2022 and held it in 1 quarter. The position peaked at $221K in Q2 2022. 188 funds tracked by Wall St. Rank hold FXO as of Q3 2022.

  • Columbia Advisory Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
  • Columbia Advisory Partners sold 5,677 First Trust Financials AlphaDEX Fund shares in Q3 2022, an estimated $221K.
  • Columbia Advisory Partners first reported a position in First Trust Financials AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
  • Columbia Advisory Partners's First Trust Financials AlphaDEX Fund position peaked at $221K in Q2 2022.
  • 188 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2022.

Based on Columbia Advisory Partners's 13F filing for Q3 2022, filed 8 Nov 2022.