Harel Insurance Investments & Financial Services’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Harel Insurance Investments & Financial Services’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
2018 Q1	–	Sell	-3,085	Closed	-$97K	–	465
2017 Q4	$97K	Hold	3,085	–	–	0.01%	274
2017 Q3	$92K	Hold	3,085	–	–	0.01%	239
2017 Q2	$88K	Hold	3,085	–	–	0.01%	250
2017 Q1	$85K	Sell	3,085 -1,200	-28%	-$33.3K	0.01%	229
2016 Q4	$116K	Buy	+4,285	New	+$109K	0.02%	142

Other funds holding FXO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJA

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

Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harel Insurance Investments & Financial Services's FXO Position: Q1 2018 in Review

Harel Insurance Investments & Financial Services sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2018, closing a stake of 3,085 shares — an estimated $97K sold.

Harel Insurance Investments & Financial Services first reported a position in FXO in Q4 2016 and held it in 5 quarters. The position peaked at $116K in Q4 2016. 140 funds tracked by Wall St. Rank hold FXO as of Q1 2018.

Harel Insurance Investments & Financial Services reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 3,085 First Trust Financials AlphaDEX Fund shares in Q1 2018, an estimated $97K.
Harel Insurance Investments & Financial Services first reported a position in First Trust Financials AlphaDEX Fund in Q4 2016 and held it in 5 quarters.
Harel Insurance Investments & Financial Services's First Trust Financials AlphaDEX Fund position peaked at $116K in Q4 2016.
140 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2018, filed 30 Apr 2018.