First Interstate Bank’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

First Interstate Bank’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
2020 Q1	–	Sell	-300	Closed	-$10K	–	280
2019 Q4	$10K	Sell	300 -50	-14%	-$1.63K	﹤0.01%	448
2019 Q3	$11K	Buy	+350	New	+$11.1K	﹤0.01%	490
2017 Q3	–	Sell	-828	Closed	-$24K	–	698
2017 Q2	$24K	Buy	+828	New	+$23.1K	0.01%	418

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

First Interstate Bank's FXO Position: Q1 2020 in Review

First Interstate Bank sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 300 shares — an estimated $10K sold.

First Interstate Bank first reported a position in FXO in Q2 2017 and held it in 3 quarters. The position peaked at $24K in Q2 2017. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

First Interstate Bank reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
First Interstate Bank sold 300 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $10K.
First Interstate Bank first reported a position in First Trust Financials AlphaDEX Fund in Q2 2017 and held it in 3 quarters.
First Interstate Bank's First Trust Financials AlphaDEX Fund position peaked at $24K in Q2 2017.
128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on First Interstate Bank's 13F filing for Q1 2020, filed 11 May 2020.