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

First Command Financial 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
2022 Q1	–	Sell	-144	Closed	-$7K	–	440
2021 Q4	$7K	Buy	+144	New	+$6.72K	﹤0.01%	385
2018 Q2	–	Sell	-230	Closed	-$7K	–	413
2018 Q1	$7K	Hold	230	–	–	﹤0.01%	375
2017 Q4	$7K	Hold	230	–	–	﹤0.01%	364
2017 Q3	$7K	Buy	+230	New	+$6.68K	﹤0.01%	358

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

First Command Financial Services's FXO Position: Q1 2022 in Review

First Command Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2022, closing a stake of 144 shares — an estimated $7K sold.

First Command Financial Services first reported a position in FXO in Q3 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2021. 199 funds tracked by Wall St. Rank hold FXO as of Q1 2022.

First Command Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
First Command Financial Services sold 144 First Trust Financials AlphaDEX Fund shares in Q1 2022, an estimated $7K.
First Command Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q3 2017 and held it in 4 quarters.
First Command Financial Services's First Trust Financials AlphaDEX Fund position peaked at $7K in Q4 2021.
199 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2022.

Based on First Command Financial Services's 13F filing for Q1 2022, filed 14 Apr 2022.