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Hayden Royal’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Hayden Royal’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
2020
Q2 		– Sell
-14,977
Closed -$317K – 192
2020
Q1 		$317K Buy
14,977
+322
+2% +$9.63K 0.19% 131
2019
Q4 		$503K Buy
+14,655
New +$476K 0.25% 95

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 $377B AUM 19.32% 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
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Hayden Royal's FXO Position: Q2 2020 in Review

Hayden Royal sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2020, closing a stake of 14,977 shares — an estimated $317K sold.

Hayden Royal first reported a position in FXO in Q4 2019 and held it in 2 quarters. The position peaked at $503K in Q4 2019. 116 funds tracked by Wall St. Rank hold FXO as of Q2 2020.

  • Hayden Royal reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Hayden Royal sold 14,977 First Trust Financials AlphaDEX Fund shares in Q2 2020, an estimated $317K.
  • Hayden Royal first reported a position in First Trust Financials AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
  • Hayden Royal's First Trust Financials AlphaDEX Fund position peaked at $503K in Q4 2019.
  • 116 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2020.

Based on Hayden Royal's 13F filing for Q2 2020, filed 14 Aug 2020.