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EWG Elevate’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

EWG Elevate’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
-508
Closed -$20.8K – 315
2022
Q4 		$20.8K Buy
+508
New +$20.9K 0.01% 280
2022
Q1 		– Sell
-288,454
Closed -$13.3M – 99
2021
Q4 		$13.3M Buy
+288,454
New +$13.5M 6.56% 2

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

EWG Elevate's FXO Position: Q1 2023 in Review

EWG Elevate sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2023, closing a stake of 508 shares — an estimated $20.8K sold.

EWG Elevate first reported a position in FXO in Q4 2021 and held it in 2 quarters. The position peaked at $13.3M in Q4 2021. 209 funds tracked by Wall St. Rank hold FXO as of Q1 2023.

  • EWG Elevate reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 508 First Trust Financials AlphaDEX Fund shares in Q1 2023, an estimated $20.8K.
  • EWG Elevate first reported a position in First Trust Financials AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • EWG Elevate's First Trust Financials AlphaDEX Fund position peaked at $13.3M in Q4 2021.
  • 209 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.