CAM
FXO icon

Creekmur Asset Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Creekmur Asset 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
2024
Q3 		– Sell
-48
Closed -$2.22K – 1058
2024
Q2 		$2.22K Hold
48
– – ﹤0.01% 695
2024
Q1 		$2.28K Hold
48
– – ﹤0.01% 650
2023
Q4 		$2.08K Buy
+48
New +$1.88K ﹤0.01% 680

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Creekmur Asset Management's FXO Position: Q3 2024 in Review

Creekmur Asset Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2024, closing a stake of 48 shares — an estimated $2.22K sold.

Creekmur Asset Management first reported a position in FXO in Q4 2023 and held it in 3 quarters. The position peaked at $2.28K in Q1 2024. 190 funds tracked by Wall St. Rank hold FXO as of Q3 2024.

  • Creekmur Asset Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 48 First Trust Financials AlphaDEX Fund shares in Q3 2024, an estimated $2.22K.
  • Creekmur Asset Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and held it in 3 quarters.
  • Creekmur Asset Management's First Trust Financials AlphaDEX Fund position peaked at $2.28K in Q1 2024.
  • 190 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2024.

Based on Creekmur Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.