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Farmers & Merchants Investments Inc’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Farmers & Merchants Investments Inc’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
Q1 		– Sell
-94
Closed -$4.07K – 1754
2023
Q4 		$4.07K Buy
+94
New +$3.68K ﹤0.01% 799

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's FXO Position: Q1 2024 in Review

Farmers & Merchants Investments Inc sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2024, closing a stake of 94 shares — an estimated $4.07K sold.

Farmers & Merchants Investments Inc first reported a position in FXO in Q4 2023 and held it in 1 quarter. The position peaked at $4.07K in Q4 2023. 185 funds tracked by Wall St. Rank hold FXO as of Q1 2024.

  • Farmers & Merchants Investments Inc reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 94 First Trust Financials AlphaDEX Fund shares in Q1 2024, an estimated $4.07K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's First Trust Financials AlphaDEX Fund position peaked at $4.07K in Q4 2023.
  • 185 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2024, filed 18 Apr 2024.