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Gerber Kawasaki Wealth & Investment Management’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-139
Closed -$6K – 583
2021
Q3 		$6K Buy
+139
New +$6.15K ﹤0.01% 732

Other funds holding FXO

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
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 $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's FXO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of First Trust Financials AlphaDEX Fund (FXO) in Q4 2021, closing a stake of 139 shares — an estimated $6K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in FXO in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 211 funds tracked by Wall St. Rank hold FXO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining First Trust Financials AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 139 First Trust Financials AlphaDEX Fund shares in Q4 2021, an estimated $6K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in First Trust Financials AlphaDEX Fund in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's First Trust Financials AlphaDEX Fund position peaked at $6K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.