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

Corbenic 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
2017
Q4 		– Sell
-25
Closed -$1K – 204
2017
Q3 		$1K Buy
+25
New +$726 ﹤0.01% 246

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Corbenic Partners's FXO Position: Q4 2017 in Review

Corbenic Partners sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2017, closing a stake of 25 shares — an estimated $1K sold.

Corbenic Partners first reported a position in FXO in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 132 funds tracked by Wall St. Rank hold FXO as of Q4 2017.

  • Corbenic Partners reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • Corbenic Partners sold 25 First Trust Financials AlphaDEX Fund shares in Q4 2017, an estimated $1K.
  • Corbenic Partners first reported a position in First Trust Financials AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • Corbenic Partners's First Trust Financials AlphaDEX Fund position peaked at $1K in Q3 2017.
  • 132 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2017.

Based on Corbenic Partners's 13F filing for Q4 2017, filed 25 Jan 2018.