Comprehensive Financial Consultants Institutional’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Comprehensive Financial Consultants Institutional’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 Q2	–	Sell	-7,610	Closed	-$284K	–	168
2023 Q1	$284K	Buy	7,610 +2,294	+43%	+$96.8K	0.16%	134
2022 Q4	$231K	Sell	5,316 -46	-0.9%	-$1.89K	0.14%	141
2022 Q3	$208K	Hold	5,362	–	–	0.14%	151
2022 Q2	$209K	Sell	5,362 -194	-3%	-$8.18K	0.15%	144
2022 Q1	$236K	Hold	5,556	–	–	0.16%	142
2021 Q4	$258K	Buy	+5,556	New	+$259K	0.17%	134

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

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

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

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

ODG

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

RJA

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

RJFSA

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

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

Comprehensive Financial Consultants Institutional's FXO Position: Q2 2023 in Review

Comprehensive Financial Consultants Institutional sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2023, closing a stake of 7,610 shares — an estimated $284K sold.

Comprehensive Financial Consultants Institutional first reported a position in FXO in Q4 2021 and held it in 6 quarters. The position peaked at $284K in Q1 2023. 177 funds tracked by Wall St. Rank hold FXO as of Q2 2023.

Comprehensive Financial Consultants Institutional reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 7,610 First Trust Financials AlphaDEX Fund shares in Q2 2023, an estimated $284K.
Comprehensive Financial Consultants Institutional first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 6 quarters.
Comprehensive Financial Consultants Institutional's First Trust Financials AlphaDEX Fund position peaked at $284K in Q1 2023.
177 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2023.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2023, filed 24 Jul 2023.