FFO
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Fortitude Family Office’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Fortitude Family Office’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
2024
Q2 		– Sell
-1,821
Closed -$86.5K – 1004
2024
Q1 		$86.5K Hold
1,821
– – 0.06% 106
2023
Q4 		$78.8K Buy
+1,821
New +$71.3K 0.06% 116

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Fortitude Family Office's FXO Position: Q2 2024 in Review

Fortitude Family Office sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2024, closing a stake of 1,821 shares — an estimated $86.5K sold.

Fortitude Family Office first reported a position in FXO in Q4 2023 and held it in 2 quarters. The position peaked at $86.5K in Q1 2024. 184 funds tracked by Wall St. Rank hold FXO as of Q2 2024.

  • Fortitude Family Office reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Fortitude Family Office sold 1,821 First Trust Financials AlphaDEX Fund shares in Q2 2024, an estimated $86.5K.
  • Fortitude Family Office first reported a position in First Trust Financials AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Fortitude Family Office's First Trust Financials AlphaDEX Fund position peaked at $86.5K in Q1 2024.
  • 184 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2024.

Based on Fortitude Family Office's 13F filing for Q2 2024, filed 10 Jul 2024.