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

Founders Bank & Trust’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
2014
Q2 		– Sell
-1,390
Closed -$30K – 356
2014
Q1 		$30K Hold
1,390
– – 0.02% 197
2013
Q4 		$28K Buy
+1,390
New +$29K 0.02% 209

Other funds holding FXO

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Founders Bank & Trust's FXO Position: Q2 2014 in Review

Founders Bank & Trust sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2014, closing a stake of 1,390 shares — an estimated $30K sold.

Founders Bank & Trust first reported a position in FXO in Q4 2013 and held it in 2 quarters. The position peaked at $30K in Q1 2014. 72 funds tracked by Wall St. Rank hold FXO as of Q2 2014.

  • Founders Bank & Trust reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • Founders Bank & Trust sold 1,390 First Trust Financials AlphaDEX Fund shares in Q2 2014, an estimated $30K.
  • Founders Bank & Trust first reported a position in First Trust Financials AlphaDEX Fund in Q4 2013 and held it in 2 quarters.
  • Founders Bank & Trust's First Trust Financials AlphaDEX Fund position peaked at $30K in Q1 2014.
  • 72 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2014.

Based on Founders Bank & Trust's 13F filing for Q2 2014, filed 22 Jul 2014.