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Ergawealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Ergawealth Advisors’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
Q1 		– Sell
-5,803
Closed -$238K – 53
2022
Q4 		$238K Buy
+5,803
New +$239K 0.22% 43

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return

Ergawealth Advisors's FXO Position: Q1 2023 in Review

Ergawealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2023, closing a stake of 5,803 shares — an estimated $238K sold.

Ergawealth Advisors first reported a position in FXO in Q4 2022 and held it in 1 quarter. The position peaked at $238K in Q4 2022. 209 funds tracked by Wall St. Rank hold FXO as of Q1 2023.

  • Ergawealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Ergawealth Advisors sold 5,803 First Trust Financials AlphaDEX Fund shares in Q1 2023, an estimated $238K.
  • Ergawealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Ergawealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $238K in Q4 2022.
  • 209 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2023.

Based on Ergawealth Advisors's 13F filing for Q1 2023, filed 2 May 2023.