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First Command Advisory Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

First Command Advisory Services’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
2021
Q4 		– Sell
-32
Closed – – 103
2021
Q3 		$0 Buy
+32
New +$1.42K ﹤0.01% 115

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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
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First Command Advisory Services's FXO Position: Q4 2021 in Review

First Command Advisory Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2021, closing a stake of 32 shares.

First Command Advisory Services first reported a position in FXO in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 211 funds tracked by Wall St. Rank hold FXO as of Q4 2021.

  • First Command Advisory Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • First Command Advisory Services sold 32 First Trust Financials AlphaDEX Fund shares in Q4 2021.
  • First Command Advisory Services first reported a position in First Trust Financials AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • First Command Advisory Services's First Trust Financials AlphaDEX Fund position peaked at $0 in Q3 2021.
  • 211 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2021.

Based on First Command Advisory Services's 13F filing for Q4 2021, filed 25 Jan 2022.