Gradient Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Gradient Investments’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 Q1	–	Sell	-169	Closed	-$7.32K	–	1460
2023 Q4	$7.32K	Hold	169	–	–	﹤0.01%	895
2023 Q3	$6.39K	Hold	169	–	–	﹤0.01%	897
2023 Q2	$6.37K	Hold	169	–	–	﹤0.01%	901
2023 Q1	$6.31K	Sell	169 -471	-74%	-$19.9K	﹤0.01%	900
2022 Q4	$26.2K	Hold	640	–	–	﹤0.01%	635
2022 Q3	$24K	Hold	640	–	–	﹤0.01%	630
2022 Q2	$25K	Buy	+640	New	+$27K	﹤0.01%	600
2017 Q3	–	Sell	-100	Closed	-$3K	–	411
2017 Q2	$3K	Buy	+100	New	+$2.78K	﹤0.01%	648
2015 Q4	–	Sell	-1,519	Closed	-$34K	–	699
2015 Q3	$34K	Hold	1,519	–	–	﹤0.01%	262
2015 Q2	$36K	Hold	1,519	–	–	﹤0.01%	267
2015 Q1	$36K	Hold	1,519	–	–	0.01%	271
2014 Q4	$35K	Hold	1,519	–	–	0.01%	256
2014 Q3	$33K	Sell	1,519 -402	-21%	-$8.93K	0.01%	243
2014 Q2	$43K	Buy	+1,921	New	+$41.8K	0.01%	228
2013 Q3	–	Sell	-54	Closed	-$1K	–	532
2013 Q2	$1K	Buy	+54	New	+$999	﹤0.01%	409

Other funds holding FXO

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gradient Investments's FXO Position: Q1 2024 in Review

Gradient Investments sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2024, closing a stake of 169 shares — an estimated $7.32K sold.

Gradient Investments first reported a position in FXO in Q2 2013 and held it in 15 quarters. The position peaked at $43K in Q2 2014. 186 funds tracked by Wall St. Rank hold FXO as of Q1 2024.

Gradient Investments reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 169 First Trust Financials AlphaDEX Fund shares in Q1 2024, an estimated $7.32K.
Gradient Investments first reported a position in First Trust Financials AlphaDEX Fund in Q2 2013 and held it in 15 quarters.
Gradient Investments's First Trust Financials AlphaDEX Fund position peaked at $43K in Q2 2014.
186 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.