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Hirtle Callaghan & Co’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Hirtle Callaghan & Co’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
2019
Q2 		– Sell
-43
Closed -$1K – 54
2019
Q1 		$1K Buy
+43
New +$1.29K ﹤0.01% 71
2018
Q2 		– Sell
-43
Closed -$1K – 117
2018
Q1 		$1K Hold
43
– – ﹤0.01% 128
2017
Q4 		$1K Buy
+43
New +$1.32K ﹤0.01% 143

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hirtle Callaghan & Co's FXO Position: Q2 2019 in Review

Hirtle Callaghan & Co sold out of First Trust Financials AlphaDEX Fund (FXO) in Q2 2019, closing a stake of 43 shares — an estimated $1K sold.

Hirtle Callaghan & Co first reported a position in FXO in Q4 2017 and held it in 3 quarters. The position peaked at $1K in Q1 2019. 145 funds tracked by Wall St. Rank hold FXO as of Q2 2019.

  • Hirtle Callaghan & Co reported no remaining First Trust Financials AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 43 First Trust Financials AlphaDEX Fund shares in Q2 2019, an estimated $1K.
  • Hirtle Callaghan & Co first reported a position in First Trust Financials AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
  • Hirtle Callaghan & Co's First Trust Financials AlphaDEX Fund position peaked at $1K in Q1 2019.
  • 145 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q2 2019.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2019, filed 13 Aug 2019.