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

FDx 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
2018
Q3 		– Sell
-8,633
Closed -$270K – 905
2018
Q2 		$270K Sell
8,633
-7,293
-46% -$230K 0.01% 758
2018
Q1 		$494K Buy
15,926
+5,767
+57% +$182K 0.01% 773
2017
Q4 		$318K Sell
10,159
-2,375
-19% -$72.8K 0.01% 1009
2017
Q3 		$372K Sell
12,534
-332
-3% -$9.64K 0.01% 949
2017
Q2 		$368K Sell
12,866
-1,519
-11% -$42.3K 0.01% 899
2017
Q1 		$398K Sell
14,385
-4,849
-25% -$135K 0.01% 866
2016
Q4 		$520K Buy
+19,234
New +$491K 0.02% 752
2015
Q1 		– Sell
-23,308
Closed -$542K – 1892
2014
Q4 		$542K Buy
23,308
+7,063
+43% +$160K 0.03% 524
2014
Q3 		$355K Sell
16,245
-6,929
-30% -$154K 0.02% 720
2014
Q2 		$516K Sell
23,174
-65,579
-74% -$1.43M 0.03% 570
2014
Q1 		$1.94M Sell
88,753
-79,416
-47% -$1.7M 0.16% 140
2013
Q4 		$3.53M Buy
168,169
+26,365
+19% +$550K 0.35% 50
2013
Q3 		$2.8M Buy
141,804
+33,952
+31% +$667K 0.33% 62
2013
Q2 		$2.03M Buy
+107,852
New +$2M 0.27% 84

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 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
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

FDx Advisors's FXO Position: Q3 2018 in Review

FDx Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q3 2018, closing a stake of 8,633 shares — an estimated $270K sold.

FDx Advisors first reported a position in FXO in Q2 2013 and held it in 14 quarters. The position peaked at $3.53M in Q4 2013. 143 funds tracked by Wall St. Rank hold FXO as of Q3 2018.

  • FDx Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • FDx Advisors sold 8,633 First Trust Financials AlphaDEX Fund shares in Q3 2018, an estimated $270K.
  • FDx Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q2 2013 and held it in 14 quarters.
  • FDx Advisors's First Trust Financials AlphaDEX Fund position peaked at $3.53M in Q4 2013.
  • 143 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2018.

Based on FDx Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.