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Hochman Cole Investment Advisors’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$486K Sell
10,986
-1,635
-13% -$72.3K 0.19% 77
2021
Q2 		$551K Sell
12,621
-913
-7% -$40.3K 0.22% 71
2021
Q1 		$563K Buy
13,534
+19
+0.1% +$739 0.24% 69
2020
Q4 		$463K Sell
13,515
-1,258
-9% -$38.5K 0.2% 77
2020
Q3 		$375K Sell
14,773
-142,862
-91% -$3.72M 0.18% 78
2020
Q2 		$4.02M Sell
157,635
-3,730
-2% -$89.5K 2.22% 13
2020
Q1 		$3.41M Sell
161,365
-26,857
-14% -$804K 2.34% 10
2019
Q4 		$6.31M Sell
188,222
-9,624
-5% -$313K 3.44% 6
2019
Q3 		$6.29M Sell
197,846
-11,224
-5% -$355K 3.93% 5
2019
Q2 		$6.62M Sell
209,070
-3,550
-2% -$111K 3.95% 5
2019
Q1 		$6.43M Buy
212,620
+15,804
+8% +$473K 3.84% 5
2018
Q4 		$5.32M Sell
196,816
-1,872
-0.9% -$55.3K 3.66% 5
2018
Q3 		$6.35M Sell
198,688
-511
-0.3% -$16.5K 3.96% 5
2018
Q2 		$6.24M Buy
199,199
+781
+0.4% +$24.6K 4.1% 5
2018
Q1 		$6.16M Sell
198,418
-1,139
-0.6% -$36K 4.3% 5
2017
Q4 		$6.25M Buy
199,557
+2,865
+1% +$87.8K 3.94% 6
2017
Q3 		$5.84M Sell
196,692
-3,963
-2% -$115K 3.82% 6
2017
Q2 		$5.74M Buy
200,655
+6,675
+3% +$186K 3.97% 6
2017
Q1 		$5.37M Sell
193,980
-6,523
-3% -$181K 3.9% 6
2016
Q4 		$5.42M Sell
200,503
-841
-0.4% -$21.5K 3.93% 6
2016
Q3 		$4.89M Buy
201,344
+16,182
+9% +$390K 3.65% 6
2016
Q2 		$4.28M Sell
185,162
-3,379
-2% -$78.2K 3.51% 8
2016
Q1 		$4.26M Sell
188,541
-12,243
-6% -$263K 3.63% 7
2015
Q4 		$4.65M Buy
+200,784
New +$4.73M 3.95% 5

Other funds holding FXO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Hochman Cole Investment Advisors's FXO Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its First Trust Financials AlphaDEX Fund (FXO) stake by 13% in Q3 2021, selling an estimated $72.3K and leaving 10,986 shares worth $486K. The position accounts for 0.19% of the portfolio, ranked #77.

Hochman Cole Investment Advisors first reported a position in FXO in Q4 2015 and has held it in 24 quarters since. The position peaked at $6.62M in Q2 2019. 173 funds tracked by Wall St. Rank hold FXO as of Q3 2021.

  • Hochman Cole Investment Advisors held 10,986 shares of First Trust Financials AlphaDEX Fund worth $486K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 1,635 First Trust Financials AlphaDEX Fund shares in Q3 2021, an estimated $72.3K.
  • First Trust Financials AlphaDEX Fund made up 0.19% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #77 holding.
  • Hochman Cole Investment Advisors first reported a position in First Trust Financials AlphaDEX Fund in Q4 2015 and has held it in 24 quarters since.
  • Hochman Cole Investment Advisors's First Trust Financials AlphaDEX Fund position peaked at $6.62M in Q2 2019.
  • 173 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.