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Concert Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-7,624
Closed -$185K – 642
2016
Q3 		$185K Buy
+7,624
New +$184K 0.02% 660

Other funds holding FXO

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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Concert Wealth Management's FXO Position: Q4 2016 in Review

Concert Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2016, closing a stake of 7,624 shares — an estimated $185K sold.

Concert Wealth Management first reported a position in FXO in Q3 2016 and held it in 1 quarter. The position peaked at $185K in Q3 2016. 104 funds tracked by Wall St. Rank hold FXO as of Q4 2016.

  • Concert Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 7,624 First Trust Financials AlphaDEX Fund shares in Q4 2016, an estimated $185K.
  • Concert Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $185K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.