First Manhattan
FXO icon

First Manhattan’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

First Manhattan’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
-425
Closed -$18K – 1600
2021
Q3 		$18K Buy
+425
New +$18.8K ﹤0.01% 1180

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

First Manhattan's FXO Position: Q4 2021 in Review

First Manhattan sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2021, closing a stake of 425 shares — an estimated $18K sold.

First Manhattan first reported a position in FXO in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 211 funds tracked by Wall St. Rank hold FXO as of Q4 2021.

  • First Manhattan reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • First Manhattan sold 425 First Trust Financials AlphaDEX Fund shares in Q4 2021, an estimated $18K.
  • First Manhattan first reported a position in First Trust Financials AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • First Manhattan's First Trust Financials AlphaDEX Fund position peaked at $18K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2021.

Based on First Manhattan's 13F filing for Q4 2021, filed 14 Feb 2022.