Foresight Wealth Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Foresight Wealth Management’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	-6,780	Closed	-$227K	–	112
2019 Q4	$227K	Sell	6,780 -599	-8%	-$19.5K	0.14%	86
2019 Q3	$235K	Sell	7,379 -622	-8%	-$19.7K	0.17%	86
2019 Q2	$253K	Sell	8,001 -2,473	-24%	-$77.2K	0.19%	82
2019 Q1	$317K	Sell	10,474 -1,724	-14%	-$51.6K	0.28%	68
2018 Q4	$329K	Buy	+12,198	New	+$360K	0.35%	67

Other funds holding FXO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Foresight Wealth Management's FXO Position: Q1 2020 in Review

Foresight Wealth Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 6,780 shares — an estimated $227K sold.

Foresight Wealth Management first reported a position in FXO in Q4 2018 and held it in 5 quarters. The position peaked at $329K in Q4 2018. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

Foresight Wealth Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Foresight Wealth Management sold 6,780 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $227K.
Foresight Wealth Management first reported a position in First Trust Financials AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
Foresight Wealth Management's First Trust Financials AlphaDEX Fund position peaked at $329K in Q4 2018.
128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on Foresight Wealth Management's 13F filing for Q1 2020, filed 15 Apr 2020.