Heritage Wealth Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Heritage Wealth Advisors’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 Q1	–	Sell	-1,900	Closed	-$63.7K	–	494
2019 Q4	$63.7K	Hold	1,900	–	–	0.01%	279
2019 Q3	$60K	Hold	1,900	–	–	0.01%	256
2019 Q2	$60.1K	Hold	1,900	–	–	0.01%	232
2019 Q1	$57.5K	Buy	+1,900	New	+$56.8K	0.01%	216

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 $377B AUM 19.32% 1-Year Est. Return

RJFSA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Heritage Wealth Advisors's FXO Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 1,900 shares — an estimated $63.7K sold.

Heritage Wealth Advisors first reported a position in FXO in Q1 2019 and held it in 4 quarters. The position peaked at $63.7K in Q4 2019. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

Heritage Wealth Advisors reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 1,900 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $63.7K.
Heritage Wealth Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Heritage Wealth Advisors's First Trust Financials AlphaDEX Fund position peaked at $63.7K in Q4 2019.
128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.