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

Doyle 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
2019 Q3	–	Sell	-3,361	Closed	-$106K	–	396
2019 Q2	$106K	Buy	+3,361	New	+$105K	0.01%	259
2019 Q1	–	Sell	-2,531	Closed	-$68K	–	381
2018 Q4	$68K	Buy	+2,531	New	+$74.7K	0.01%	307

Other funds holding FXO

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

Doyle Wealth Management's FXO Position: Q3 2019 in Review

Doyle Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2019, closing a stake of 3,361 shares — an estimated $106K sold.

Doyle Wealth Management first reported a position in FXO in Q4 2018 and held it in 2 quarters. The position peaked at $106K in Q2 2019. 155 funds tracked by Wall St. Rank hold FXO as of Q3 2019.

Doyle Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 3,361 First Trust Financials AlphaDEX Fund shares in Q3 2019, an estimated $106K.
Doyle Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $106K in Q2 2019.
155 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.