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Horizon Investments’s First Trust Financials AlphaDEX Fund FXO Stock Holding History

Horizon Investments’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
-17,102
Closed -$573K – 372
2019
Q4 		$573K Sell
17,102
-2,442
-12% -$79.4K 0.03% 265
2019
Q3 		$622K Buy
+19,544
New +$618K 0.03% 148

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Horizon Investments's FXO Position: Q1 2020 in Review

Horizon Investments sold out of First Trust Financials AlphaDEX Fund (FXO) in Q1 2020, closing a stake of 17,102 shares — an estimated $573K sold.

Horizon Investments first reported a position in FXO in Q3 2019 and held it in 2 quarters. The position peaked at $622K in Q3 2019. 128 funds tracked by Wall St. Rank hold FXO as of Q1 2020.

  • Horizon Investments reported no remaining First Trust Financials AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Horizon Investments sold 17,102 First Trust Financials AlphaDEX Fund shares in Q1 2020, an estimated $573K.
  • Horizon Investments first reported a position in First Trust Financials AlphaDEX Fund in Q3 2019 and held it in 2 quarters.
  • Horizon Investments's First Trust Financials AlphaDEX Fund position peaked at $622K in Q3 2019.
  • 128 funds tracked by Wall St. Rank held First Trust Financials AlphaDEX Fund as of Q1 2020.

Based on Horizon Investments's 13F filing for Q1 2020, filed 15 May 2020.